Skip Headers

Oracle Argus Safety English User's Guide Release 7.0.3 E40566-01 |
| Contents

Previous | Next |

# 4 Case Form

This chapter provides information about the Case Form section of the Argus Safety user interface.

## Case Form Functions

The Case Form enables you to do the following:

- Enter case-specific information

- Log preliminary information about cases

The Case Form has the following tabs:

- General Tab

- Patient Tab

- Products Tab

- Events Tab

- Analysis Tab

- Activities Tab

- Additional Info Tab

- Regulatory Reports Tab

Each tab enables you to capture specific information about the case and is designed to capture similar information in each of its subsections.

Note: Some sections in each tab enable you to make multiple entries. For example, you can have more than one reporter in the Reporter Information section of the General tab. Each individual entry is identified by another set of tabs in the section.

All tabs of the Case Form also display read-only information about case priority and status.

To access the Case Form

1. Search for an existing case.

2. When the application displays the search results, locate the appropriate case number and click the case number link.

3. The system opens the Case Form with information about the case.

### Case Form Features

The case form provides features to help you use it more effectively.

General Case Form Usage Information

When using the Case Form, be aware of the following:

- The maximum number of Products and Events is 200 per case.

- The drop down values for elements such as Yes/No/Unk is not hard coded. The system retrieves the values from a look-up table. This affects the following:

  - Reporter Information | HCP

  - Device Information | Improper usage/Storage Field

- The system defaults to the first button on every message box pop up dialog. When the user clicks Enter or the space bar, the system validates the choices.

- The user can enter a hyperlink (e.g. http://www.oracle.com and https://www.oracle.com) in the Field Label Help for the Case Form Fields

- When the user clicks a hyperlink, the system opens the link in a new Internet Explorer browser window.

- The following Case Form fields are type ahead fields:

  - Contact Logs | Group and Users

  - Action Items | Groups and Users

- The WHO Drug browser displays the WHO Drug Version on the browser dialog. The browser dialog is configured in System Configuration | Case Form Configuration.

- Users can enter decimal numbers with up to three (3) decimal places in the UDF Number fields on all tabs. If the user does not enter a decimal, the system does not display trailing zeroes.

#### Using Password Acceptance Dialog Boxes

The system displays the User Name in read-only mode in following dialog boxes where the user must enter a password to start processing:

- Activities Tab: Case Lock/Unlock

- Activities Tab: Case Archive/Un-Archive

- General Tab: Unblind Case

- E2B Acceptance/Rejection for Initial, Follow-up, and Notification

- Affiliate Acceptance/Rejection of Events

- Case Actions: Delete/Undelete

#### Initial Case Entry

When using the BookIn dialog box, be aware of the following:

- You can enter the attachment classifications and their descriptions on the Initial Case entry dialog.

- The field labels are the same as those defined in the Field Labels and the Case Form

- - The lengths for the Classifications type ahead field and the Description field are the same as those on the Additional Info tab

  - The system filters classifications by user sites and the attachment classifications permissions.

  - When you select the URL Reference, the system hides the Classifications and Description fields.

- The system transfers the values the user enters in the Classifications and Description fields after the cases have been booked in.

- If the system does not find any cases during a duplicate search, it places the following message in the search results section: No cases found.

- When you try to book in a clinical trial case and select a study where the country of incidence value does not match the list of countries defined in the study configuration, the system displays the following warning message in the standard Argus Safety warning message dialog box:

  The country of incidence does not match the country list specified for the selected study.

  - If no countries are specified in the study configuration for the selected study, the warning message does not display.

  - If the user selects the study before entering the COI, the system performs the validation

- The user can right click on the row and select the following:

  - Case Summary -- The system displays the Case Summary (Current functionality).

  - Print Medical Summary -- The system displays the Medical Summary report PDF only if the user has access to the Medical Review dialog box. If the user does not have access, the system hides the Medical Summary Report option.

  - Print -- The system launches the Case Form print dialog box. If the user has permission to access the Print Case dialog, the user can print the Case Form. If the user does not have access to the Case Form print dialog box, the system hides the Print Case option.

Zoom Function

The Zoom feature enables you to increase or decrease the font size of the text.

1. Click the Zoom icon across the Case Form tabs.

2. The Zoom dialog enables you to increase or decrease the Font Size of the text on the Zoom dialog.

3. Click Adjust Font Size to increase or decrease the font size.

4. - Click + to increase the font size up to five (5) font sizes in one-size increments.

   - Click - to decrease the font size to the current by increments of 1.

This feature is available on the following dialogs:

- Reporter Notes

- Patient Notes

- Patient Other Relevant History Notes

- Patient Lab Data Notes

- Patient Relevant Test

- Parent Medical History

- Parent Other Relevant History Notes

- Product Notes

- Case Analysis: Narrative. This is also available on the Medical Review Dialog.

- Case Analysis: Abbreviated Narrative. This is also available on the Medical Review Dialog.

- Case Analysis: Company Comment. This is also available on the Medical Review Dialog.

- Case Analysis: Local Evaluator Comment. This is also available on the Medical Review Dialog.

- Case Analysis: Administrative Notes. This is also available on the Medical Review Dialog.

- Case Analysis: Evaluation in light of similar events in the past. This is also available on the Medical Review Dialog.

- AffSAPS: Future Actions.

- Activities: Contact Log Description.

- Activities: Action Item Description. This is also available on the Medical Review Dialog.

- Activities: Routing Comments

- Notes and Attachments: Description

Case Form Drop-down Options

The Case form for the following fields includes Type Ahead functionality. This feature automatically suggests possible options as term names as you are entering the text. If you double-click on the field, the system shows the standard drop-down values for the field.

The following is a list of fields with type ahead functionality:

- Accidental Exposure

- Action Taken

- Action Type

- Age Groups

- Age Units

- Anatomical Locations

- Attachment Classification

- Attachment Keywords

- Birth Type

- Case Classification

- Causality Category

- Condition Type

- Contact Type

- Delivery Types

- Device Preliminary Comments

- Device Subcomponents

- Device Type

- Dosage Frequency

- Dosage Units

- Ethnicity

- Evaluation Reason

- Event Frequency

- Event Intensity

- Event Outcome

- Fetal Outcome

- Formulation

- Gender

- Intermediary

- Lab Result Assessment Terms

- Lab Test Type

- Manufacturers

- Occupations

- Package Units

- Reference Type

- Report Media

- Report Type

- Reporter Type

- Routes of Administration

- Study Center

#### Argus Safety Case Form User Preferences

Argus Safety remembers your actions as you navigate through the Case Form.

The system can return to the same location on the tab after you tab to a different form. For example, you are on the 8th reporter in the Reporter Section on the General tab and move to another location in the application. When you return to the General tab, the system takes you directly to the 8th Reporter because it was the last Case Form location that you accessed before moving out of the Case Form.

User preferences are only applicable during the same session for a case, irrespective of the Case Status (read-only or editable). If you exit from the case and open a new case, the system resets the preferences.

Quick Navigation

Each page displays the navigation flow used to access the page. The following table lists shortcut keys to help you navigate more easily and quickly.

Shortcut Key | Output
--- | ---
CTRL+SHIFT+# | Goes to the tab indicated by the # entered. (1=General tab, 2=Patient tab, etc.)
ALT+SHIFT+# | Goes to the sub-tab as indicated by the # entered (= Product 1, Product 2, etc.)Note: The maximum # for the sub entities is 10 which pertains to ALT+SHIFT+1 for the first entity within the tab till ALT+SHIFT+0 for the 10th entity within the tab.

### General Tab

The General tab is designed to capture case information in categorized sections that capture category-specific information. The General tab enables you to enter or view information such as type of report, literature information, and so forth.

The General tab has four sections as described in the following table.

Section | Purpose
--- | ---
General Information | Contains information about the report type, receipt dates, etc.
Study Information | Contains information about clinical trial details, if appropriate.
Reporter Information | Contains information about Reporter details.
Literature Information | Contains information about Literature cases.

#### General Usage Information

When using the General Tab be aware of the following:

- The system saves all filtering criteria the user enters on the Reporter Look Up dialog as user preferences while it populates the reporter information on the General Tab.

  - If you have reporter information in the case, the system continues to display the reporter information in the Reporter Lookup dialog and automatically performs a search.

  - After performing the search the system retains the search criteria as user preferences. The next time you perform a search, the system displays these preferences.

  - When you log out, the system retains the user preferences and makes them available the next time you log in to the system

  - You can click Clear to clear all the values in the filtering elements.

  - If the system cannot find any reporters during a search, it displays the following message in the reporter look up dialog:

    No reporters found

- If a priority has not been assigned to a case, the system hides the Case Priority field label.

- If a case owner has been assigned to the case, the system displays the name of the case at the top of the Case form. If a case owner has not been assigned, the system hides the Case Owner label.

- The Project ID can be 40 characters long. Users can scroll in the field.

- The Study Name field can be 70 characters long.

- When the Classifications field is hidden, the system does not display the classification section on the Case Form.

- The mandatory fields identified in the E2B Mapping in the factory or custom profiles are identified with an icon on the Case Form fields on the Case From and Medical Review dialog boxes.

- All popup message boxes that had only an OK or Cancel button have a Clipboard button that enables you to copy the message content to the clipboard for later use.

#### Dynamic Workflow Indicators

Dynamic workflow indicators track the amount of elapsed time it takes to complete a workflow step.

- The first number represents the time left or exceeded for a given workflow step

- The second number indicates the time left till the reporting deadline.

- Time is expressed in days (d), hours (h), and minutes (m) respectively.

The icon changes based on the amount of elapsed time for the workflow step.

Icon | Denotes
--- | ---
Traffic Light | No status can be indicated, for example if no timing is defined in the workflow.
Red Traffic Light | The timing has been exceeded.
Yellow Traffic Light | The timing is in danger of being exceeded.
Green Traffic Light | The timing is in good standing.

If the time to complete the case process exceeds the allocated time, the system displays the value in red with the time displayed as a negative value. Only archived, locked cases do not display the dynamic workflow indicator.

#### General Tab: General Information Section

The following is an illustration of the General Information section on the General tab.

##### General Information Fields

The following table lists and describes the fields in the General Information section.

Field/Control Name | Description
--- | ---
Report Type | Select the item that best describes the type of report. Choice of report type determines availability of fields relating to clinical studies and/or literature references. Note: Clinical study reports prompt the user for information relating to the study, and literature-based reports enable the user to select the journal and reference on which the case is based.
Country of Incidence | Select the country where the adverse event occurred. The E2B icon identifies fields required for E2B.
Initial Receipt Date | Enter the date your company became aware of the case. Argus Safety uses this date throughout all reports. Note: This date can be changed only prior to regulatory report submission.
Central Receipt Date | Enter the date on which this information was received by Central Safety.
Initial Justification | Enables you to enter the initial justification reason. The entry in this field is displayed as per the reason entered when the case is being booked in.
Aware Date | This item is read-only. It displays the most recent significant follow-up when such follow-up information was specified. If not, the initial receipt date is displayed.
Follow-up (#) | Follow-up number automatically increments based on updates to the Follow-up Received field. The figure displayed within "()" denotes the number of follow-ups added to the case. Note: The order of the Follow up dates is maintained. For instance, on sorting the Follow-up, the serial number still displays the order of entering the follow-ups. The Follow-up headers can be sorted by the Follow-up Received and Follow-up Safety Received Columns. Click on the header to sort in ascending order or to sort in descending order. By default, the sorting is in descending order of the Follow-up Received Date.
Follow-up Received | Click Add to enter the date on which follow-up information was received by your company. You can select whether the case has significant follow-up information. Note: If you select Yes, the Significant check box is selected. When sorting on follow-ups, by default, the dates are sorted in descending order of the Follow-up Received Date.
Central Received | Enter the date on which follow-up information was received by Central Safety.
Significant | Click the checkbox if the follow-up is significant.
Data Clean up | Click the checkbox to mark the Follow up as a Data Clean up version. This version is used in the Data Lock Point for Case Versioning in and System Reports.
Follow-up Justification | Enables you to select a pre-defined justification for Follow-up. Click the icon to view the standard justifications dialog. You can select a pre-defined justification from this dialog or enter a new justification. Refer to the screen shot given below the table.
Classification | Select up to 50 case classifications used to categorize a case. Click Add to enter additional case classifications.
Case Requires Follow-up | Select this check box if the case requires follow-up information.

#### General Tab: Study Information Section

The Study Information section enables you to enter information about case studies.

##### Study Information Fields and Field Descriptions

The following table lists and describes the fields in the Study Information section.

Field/Control Name | Description
--- | ---
Project ID | Enter the Project ID, or select one from the list. Selecting a Project ID automatically creates items in the Study ID list.
Center ID | Select the appropriate center ID from the list.
Study Phase | Enables you to enter the Study Phase for the configured study. Note: This field is pre-populated if you select a Study with an already-configured Study Phase.
Study Name | The study name is entered automatically based on the study that is selected.
Study Type | The study type is entered automatically based on the study that is selected.
Week # | Enter the week number of the study during which the adverse event occurred.
Visit # | Enter the visit number of the study during which the adverse event occurred.
Blinding Status | Depending on the type of study, this item is entered automatically by the system. You need special access rights to use any of the Broken By entries. Note: The Unblind Case dialog appears when you try to unblind a study. For Not Blinded studies, saving the case or generating a report, you can enter the actual drug (vs. placebo) given to the patient.
Study Description | The study description is entered automatically based on the study that is selected.
Observe Study Type | The value selected from this drop-down list is populated in the Case Form Study Section when the Clinical Study is selected.
Unblinding Date | This item is automatically entered by the system. If you double-click the date in this item, the Unblind Case dialog is displayed. If the date of unblinding is more recent than the date for the most significant follow-up information, an automatic follow-up is generated.

##### Study Restrictions

To enter pre-defined Study Information

1. Click Select to choose from the already available list of study information.

2. When the Clinical Trial Selection dialog opens, enter Project, Study, and Center information as appropriate.

   The Clinical Trial Selection dialog allows you to select a clinical trial from the list configured by the Administrator.

3. Click Search to generate the search results.

   Tip: To broaden the search results, enter as little information as possible. Select the required clinical study and study center and click Select.

4. Choose the appropriate study information from the list and click Select.

5. The details of the selected Study Information are added to each field in the Study Information section

#### General Tab: Reporter Information

The Reporter Information section enables you to enter information about the person providing the case-related information. The following is an illustration of the Reporter Information section.

When using this section, be aware of the following:

- The Reporter Rearrangement dialog also shows the number of Reporters present in the case. It displays the First Name and Last Name, followed by the Reporter Type in brackets, as entered in the reporter information dialog.

- You can also view all the Reporters by clicking the Quick Launch icon.

- Click any Reporter Name to view the details of the selected Reporter tab.

- Click the New tab to add a new reporter anytime. You can add a maximum of 100 reporters.

- The Primary Reporter is identified by the Reporter icon on the Reporter Information tab.

Reporter Information Fields

The following table lists and describes the fields in the Reported Information section.

Field/Control Name | Description
--- | ---
Notes | Click this button to enter free text notes relating to this reporter. Note: This field supports multiple language entry. You can click on a flag, select the language tab, and enter information.
Sal. | Enter the reporter's salutation.
First Name | Enter the reporter's first name.
Middle Name | Enter the reporter's middle name.
Last Name | Enter the reporter's last name. The Select button displays the Reporter Selection dialog. If you select a reporter from this dialog, the system automatically completes the case form reporter fields.
Suffix | Enter the reporter's suffix; for example, HR, or MED.
Health Care Professional | Select Yes, No, or Unk (Unknown) to indicate whether the reporter is a health-care professional.
Occupation | Select the reporter's occupation from the list.
Address | Enter the reporter's address.
Institution | Enter the reporter's institution.
Department | Enter the reporter's department.
City | Enter the reporter's city.
State/Province | Enter the reporter's state, province, or county.
Postal Code | Enter the reporter's postal code.
Country | Select the country name. The Administrator maintains this list.
Phone Number | Enter the reporter's telephone number.
Alternate Phone | Enter another telephone number for the reporter, if available.
FAX Number | Enter the reporter's fax number.
Reporter ID | If known, enter the Reporter ID. This automatically completes the Case Form reporter fields.
Reporter's Reference # | Enter the Reporter's Reference # for the case.
Email Address | Enter the reporter's email address.
Reporter Type | Select the Reporter Type. The Administrator maintains this list.
Report Media | Select the medium of the report. The Administrator maintains this list.
Intermediary | If appropriate, select the type of intermediary. The Administrator maintains this list.
Report sent to Regulatory Authority by Reporter? | Make a selection, as appropriate to the case.
Protect Confidentiality | If this check box is selected, the name and address of the reporter do not appear on regulatory reports and the reporter's information displays "NAME AND ADDRESS WITHHELD".
Primary Reporter | Identifies the primary reporter. Only one primary reporter is permitted per case. The primary reporter is the reporter whose name appears on the regulatory reports. The tab that identifies the primary reporter is displayed in blue as compared to the other reporter tabs.
Correspondence Contact | If this check box is selected for a reporter, the reporter's address information is used in letters. You can select more than one reporter as the correspondence contacts for the case.
(New) Tab | Creates details for a new reporter.

##### Adding Reporter Information

You can add reporter information by clicking the Select button and entering data in the Reporter Lookup dialog box.

To add reporter information

1. Click Select in the Reporter Information section.

2. When the system opens the Reporter Lookup dialog box, enter the required search criteria in the fields and click Search.

   Tip: You can choose to search either by Search Cases or by Search List Maintenance.

3. The Search results for the entered search are displayed.

4. When the system displays the search results, choose the appropriate reporter information from the list and click Select.

5. The system adds the selected, pre-defined information to the fields in the Reporter Information section.

##### Reporter Lookup Dialog Box Fields

The following table lists and describes the fields in the Reporter Lookup dialog box.

Field/Control Name | Description
--- | ---
First Name | Enter the first name of the reporter.
Last Name | Enter the last name of the reporter.
Reporter ID | Enter the ID of the reporter.
Institution | Enter the institution of the reporter.
Institution ID | Enter the reporter's institution ID.
MR | Select this button if the reporter is a Medical Representative (MR).
Physician | Select this button if the reporter is a Healthcare Physician.
Department | Enter the department of the reporter.
Reporter Type | Enter the reporter type.
Address | Enter the address of the reporter.
City | Enter the city of the reporter.
State/Province | Enter the state/province of the reporter.
Postal Code | Enter the postal code of the reporter.
Phone Number | Enter the phone number of the reporter.
Country | Enter the country of the reporter.
Search Cases | Click this button to search for cases that match the specified search criteria.
Search List Maintenance | Click this button to search the list maintenance for the specified criteria.

##### Reporter Information

- A new textbox field with name "Institution ID" has been added to Case Form > Reporter Information section for both English as well as Japanese users.

- Following are the attributes for this field:

  - Field Name (Unique Field Label): "Reporter Institution ID"

  - Field Form Label: "Institution ID"

  - Field Form Label (J)

  - Help Text:"Enter the Institution ID for the Reporter."

  - Help Text (J)

  - Hidden radio option set to "No". Hiding is allowed.

  - Read Only options are unchecked and disabled.

  - E2B Field and Research Field are unchecked by default.

  - The Japanese IME Toolbar is disabled for this field in Case Form even for Japanese user.

  - Case Form Field Length: 15 AN. No validation required for alphanumeric data check.

- Both English and Japanese fields point to a common value.

- This field value is populated based on the Institution ID selected for the Reporter from the Reporter Lookup dialog.

- This field also allows manually entered / updated value directly in the Case Form irrespective of the value specified in the Institution field for the reporter. Manually entered Institution and institution ID field values are allowed in the Reporter Information section even if they are not specified / linked to each other as per Console Institution code list.

- As both Institution or Institution ID fields can be present in Reporter Information, and if user opens up Reporter Lookup for this reporter, then Reporter Lookup searches for reporters in Case or Console data based on the following logic:

  - Out of Institution and Institution ID fields, first use Institution ID field with rest of the search criteria fields. Institution value is not used in this scenario on Reporter Lookup search dialog.

  - If Institution ID field is not specified in the Reporter Information or it does not exist in the type-ahead values for this field on Reporter Lookup, then automatically remove the Institution ID field value in Reporter Lookup and search based on Institution field with rest of the search criteria fields.

  - If Institution field value also does not exist in the type-ahead values for this field on the Reporter Lookup, then remove the Institution field value as well in the Reporter Lookup and search based on rest of the search criteria fields.

  - If "Search all the reporters who belong to the institution found from the current search item" search option is also used, then it performs a search, based on Institution ID or Institution Name whichever is available on the Reporter Lookup dialog to identify the first set of reporters and subsequently use those reporters for second level search.

- This field is printed in Case Form Print for Reporter Information section as displayed for both English and Japanese users.

- This field is audit-logged.

- This field is available under the following modules:

  - Case Listing Report

  - CIOMS II Line Listing Report

  - CDA Report

  - Advanced Conditions

  - Case Form Letter Placeholders as specified below:

    [reporter_inst_id:primary]

    [reporter_inst_id]:[n]

    [reporter_inst_id:selected]

    [reporter_inst_id:corresp_contact]

  - Console Field Labels: Under ARGUS SAFETY > GENERAL > Reporter

  - Console Field Validations: Under ARGUS SAFETY > GENERAL > Reporter

#### General Tab: Literature Information Section

This section enables you to enter a literature reference for the case. You can enter the information manually or you can enter pre-defined literature information by click the Select button and selecting from the list of pre-defined references.

Click the Quick Launch iconto view all the items present in the case. This information appears in the format: (Journal Name Yea Vol: Pages)

##### Literature Information Fields and Field Descriptions

The following table lists and describes the fields in the Literature Information section.

Field/Control Name | Description
--- | ---
Select | Selects a literature reference directly from the list of literature articles entered by the Administrator. Note: If the required literature article is not present in the list, details of the article can be entered by using the remaining fields in the section.
Journal | Enter the name of the journal in which the article appeared. This value gets displayed in italics.
Author | Enter the name(s) of the author(s) of the article.
Title | Enter the title of the article.
Volume | Enter the volume of the particular journal.
Year | Enter the year in which the article was published.
Pgs | Enter the journal page numbers in which the article appears.

To enter pre-defined literature information

1. Click Select to choose from the already available list of literature information.

2. When the Literature Reference dialog opens, locate and select the appropriate reference in the list and click Select.

3. The details of the selected literature information are added to each field in Literature Information.

### Patient Tab

This section of the Case Form helps you to enter patient information such as the patient's past medical history and current conditions, and laboratory tests and test results. The medical information entered here could be very useful to the person analyzing the event. For example, if the adverse event was a rash that developed after applying a topical product, the knowledge that the patient has a history of allergic reactions could be relevant.

The Patient tab includes the following tabs: Patient and Parent.

- Patient Tab

- Parent Tab

#### Patient Tab: Patient Information

The Patient tab includes the following sections:

- Patient Information

- Patient Details

- Other Relevant History

- Event Death Details

- Lab Data

- Relevant Tests

##### Patient Information Fields

The following table lists and describes the function of each field.

Field/Control Name | Description
--- | ---
Patient Info From Reporter button | Copies name and address information from the Reporter section of the General Tab into the Patient Information section.
Current Medical Status Button | Captures details about the history and the current condition of the patient from the dialog. Note: The items that appear in the Current Medical Status dialog automatically map to the fields for the German BfArM tab on the Analysis tab. Changing the values on the BfArM tab does not affect these items.
Sponsor Identifier | Enter the Sponsor Identifier of the patient. Note: This field appears for clinical trial cases only. Tip: This field can be used while searching for cases in the Case Selection dialog.
Pat. ID | Enter the Patient Identifier number. Note: This field appears for clinical trial cases only. Tip: This field can be used while searching for cases in the Case Selection dialog.
Randomization # | Determines which drug was administered to the patient during the course of the study. Note: This field appears for clinical trial cases only. Tip: This field can be used while searching for cases in the Case Selection dialog.
Number of Patients | Enter the number of patients involved in the adverse event.
First Name | Enter the first name of the patient. Note: During book-in, the system transfers the appropriate patient name to the relevant name and initials fields. If the Patient Name or Initials are three characters or less, this is transferred to the Initials field.
MI | Enter the middle initial of the patient.
Last Name | Enter the last name of the patient.
Initials | Enter the patient's initials. Existence of the patient's first, middle, or last name automatically populates this field.
Protect Confidentiality | If this check box is selected, the patient's name and address will not appear on any of the regulatory reports and the patient's information will show the word PRIVACY.
Child only Case | If this check box is selected, then the pregnancy [Detail] button is accessible from the Parent information tab only and no longer through the Patient tab directly.
Address | This field and the following four fields allow you to enter the patient's address.
City | Enter the patient's city.
State/Province | Enter the patient's state, province, or county.
Country | Select the country. The Administrator can adjust this list.
Postal Code | Enter the patient's postal code.
Phone Number | Enables you to enter the phone number of the patient.

##### Neonate Information Section

When using the Neonate Information section, be aware of the following:

- You can delete neonate information by right clicking the neonate and selecting the Delete option.

- The system tracks changes to the neonate information in the audit log.

##### Pregnancy Information

The Pregnancy Information section enables you to enter data about a pregnancy. When using this section be aware of the following new fields: Gravida and Para. These fields enable you to capture numerical gravida and para information.

##### Entering Current Medical Status

Use the following procedure to enter information about the patient's current medical status.

1. Click Current Medical Status in the Patient tab of the Case Form.

2. The Current Medical Status form opens as a pop-up.

3. Select the choices that apply to the patient from the items in the form.

   If you don't know whether a particular condition applies for the patient, select Unk.

4. Click OK to save the current medical status.

##### Copying Patient Information from Reporter Information

If the patient and the reporter are the same person, the reporter information entered in the General tab can be copied to the Patient tab.

Reporter Information

If the patient and the reporter are the same person, the reporter information entered in the General tab can be copied to the Patient tab.

Click Patient Info From Reporter in the Patient tab to copy the reporter information. The reporter information is copied.

#### Patient Details Section

The Patient Details section enables you to enter information, including pregnancy data, about a patient. The following is an illustration of the Patient Details section.

##### Patient Details Fields and Field Descriptions

The following table lists and describes the fields in the Patient Details section.

Field/Control Name | Description
--- | ---
Date of Birth | Enter the patient's date of birth. You can enter a partial date if the actual date is unavailable.
Age | Calculates the patient's age, from the date of birth and earliest event onset date, if both full dates are available; otherwise, you can enter the age manually.
Units | Select the age units. (i.e., days, weeks, months, years) Note: If both the date of birth and event onset date are available, the Age Units field is automatically calculated. The Administrator can adjust this list.
Age Group | Select an age group. If the age group is entered manually, the Age and Age Units fields are disabled. The Administrator can adjust this list. Note: This field is automatically filled in when the Age and Age Units fields are both entered.
Ethnicity | Select the patient's ethnicity. The Administrator can adjust this list.
Occupation | Select the patient's occupation. The Administrator can adjust this list.
Weight | Enter the patient's weight.
Weight Units | Select the appropriate weight unit.
Height | Enter the patient's height.
Height Units | Select the appropriate height unit.
Gender | Select the patient's gender. Note: If the patient is male, the system automatically disables the Pregnancy field. When the Gender is set to Female, the Pregnancy drop down is enabled and set to Unknown.
Pregnant | Make the appropriate selection. Note: If Yes is selected, a Details button will appear. Click Details to enter pregnancy information.
Date of LMP | Enter the date of the Last Menstrual Period, if applicable. A partial date can also be entered.
Breastfeeding | Select the checkbox, if applicable.
User Defined | Enables the user to enter information about the patient.
UD Text 2 -- UD Text 9 | Enables users to enter information about the patient.

##### Entering Pregnancy Information

Use the following procedure to enter pregnancy information.

1. Select Yes from the Pregnant drop-down list, if applicable.

   This field is shown as active only after the Gender field in this section is selected as Female.

   The Pregnancy Information section is displayed.

2. Enter the available pregnancy information in the form.

3. Click OK to save the pregnancy information.

The following lists and describes the fields on the Pregnancy Information form.

Field/Control Name Name | Description
--- | ---
Due Date | Enter a due date or an approximate due date, if known.
Weeks at Onset | Enter the number of weeks of pregnancy at the time the event occurred, if known. The maximum entry allowed in this field is 50.
Prospective/Retrospective | Select if the information was Prospective or Retrospective. Note: A prospective information is one where the company hears of the case before the baby is born to the patient who took the drug. In a retrospective case, a company gets to know after the baby is born.
Weeks at Exposure | Enter the number of weeks of pregnancy at the time of exposure, if known. The maximum entry allowed in this field is 50.
Trimester of Exposure | Make the appropriate selection.
Number of Fetus | This tab allows entry of data for a baby who is born to the patient. Click New to make an additional entry.
Delivery Date | Enter the date of the delivery.
Weight | Enter the birth weight
Weight Units | Select the appropriate weight units.
Delivery Type | Select the delivery type from the list. The Administrator can adjust this list.
Birth Type | Select the birth type from the list.
Fetal Outcome | Select the fetal outcome from the list.
APGAR Score | Enter the APGAR scores-up to three per neonate.
Delivery Notes | Enter notes on the case.

#### Event Death Details

The Event Death Details section enables you to enter information about the death of a patient.

The following table lists and describes the fields in the Event Death Details section.

Field/Control Name | Description
--- | ---
Date of Death | Enter the date of death
Autopsy Done? | Select whether autopsy was done. Note: If Autopsy Done is set to No or Unknown, the Autopsy Results Available is shown as No.
Autopsy Results Available? | Select if autopsy results are available. Note: The Autopsy Results Available? field is enabled only if the Autopsy Done? field is marked as Yes. However, if Autopsy Results Available is changed to No and Autopsy Result rows exist, you will be asked to delete the rows first. Click Yes to delete the data.
Add | Click this button to add a Cause of Death and Autopsy Results row. Note: A user can add multiple records, up to 50 entries.
Delete | Enables you to delete a highlighted row.
Up/Down | Click Up to move the record up and click Down to move the record down. Note: Ordering reflected on the case form displays the same ordering as displayed in the E2B report repeatable tags.
Cause of Death | Describes the cause of death.
Description as Reported | Displays the description reported by the reporter.
Autopsy Result | Describes the autopsy results.
Encode | Encodes the event reported by the reporter.

#### Other Relevant History Section

The Other Relevant History section enables you to enter information that might be useful. The system enables you to copy the Other Relevant History rows by selecting the row and clicking Copy. The following is an illustration of the Other Relevant History section.

##### Other Relevant History Fields and Field Descriptions

The following table lists and describes the fields in the Other Relevant History section.

Field/Control Name | Description
--- | ---
Start Date | Enter the start date of the condition. You can enter a partial date if the actual date is not available. You can also choose not to enter a date. Note: If you click Add but do not enter a date, the Date column is removed. Once the date is entered and there is a test associated with the date, you cannot clear the date but can only modify it. To remove the date column, individually delete all the cells in that Date column.
Stop Date | Enter the stop date of the condition. You can enter a partial date if the actual date is not available. You can also choose not to enter a date.
Ongoing | If the condition is ongoing, select the Ongoing check box.
Condition Type/Verbatim/Indication/Reaction | Select a condition type from the list. The Administrator can adjust this list. Note: If the Condition Type value is Medical History Episode and the term is not encoded, the value entered in the Description field is appended to the Patient Notes value. However, if the Condition Type value is Other Relevant Therapy and the term specified in the Description field is not encoded, then this record is not transmitted at all.
Encode | Click this button to encode the term. Note: To view the complete MEDDRA hierarchy for the encoded term, click the encoding status icon.
Coded PT/Description of condition LLT/Indication PT/Reaction PT | Enter a term to describe the condition. You can either manually encode or auto-encode, if you have been so configured by the Administrator. In manual mode, type the description (for example, Fever). In Auto-encode mode, enter a partial description and press ENTER or TAB. The appropriate coding dialog appears. In either mode, you can click Encode and modify the encoding. If the condition type is historical drug, the encoding will be done with WHO drugs. Note: To view the complete MEDDRA hierarchy for the encoded term, click the encoding status icon.
Indication PT | Enter a term to describe the indication. Note: This field is visible on the case form only if the condition type selected in the List maintenance is Patient Other Relevant Therapy.
Reaction PT | Enter a term to describe the reaction. Note: This field is visible on the case form only if the condition type selected in the List maintenance is Patient Other Relevant Therapy.
Notes | Enter any notes that are relevant to the condition.
Copy | Enables you to copy a row. After you copy the row, the focus will be on the newly copied row.
Add | Enables you to add a row to the relevant history. After you add the row, the focus will be on the new row.
Delete | Enables you to delete a row from the relevant history.
Up | Enables you to move up a row in the relevant history.
Down | Enables you to move down a row in the relevant history.

#### Lab Data Section

The Lab Data section provides data about lab test and test results. The maximum number of lab test data on the Case Form is 1500. The following is an illustration of the Lab Data section.

##### Lab Data Fields and Field Descriptions

The following table lists and describes the fields in the Lab Data section.

Field/Control Name Name | Description
--- | ---
Lab Data Section
Date | Enter the date the test was carried out. Partial dates are allowed for in this field.
Test Name/Assessment | Enter a lab test name, or select from the list. Also select the assessment from the list below the Test Name.
Select Lab Test Group | Enables you to select one or more lab test groups.
Result/Units | Enter the test result, including the appropriate units and select a term to describe the qualitative assessment of the results. The Administrator can modify the list of possible assessments.
Norm Low/Norm High | The Test Name list can retrieve details of the normal range for the test selected (if the Administrator has entered the normal range into the list). Otherwise, enter the values manually.
Encode | Click this button to encode the term. Note: To view the complete MedDRA hierarchy for the encoded term, click the encoding status icon.
Notes | Enter notes pertinent to this case.

##### Using the Lab Data Section

When using the Lab Data section, be aware of the following:

- A single, vertical scroll bar has been placed beneath the header and date information in the Lab Data section. This enables the date to be seen at all times.

  - To keep all the rows together, all rows in the Lab Data Test as Reported " and Results/Units use this scroll bar.

  - A maximum of three (3) rows is visible at all times.

You can perform several different actions in the Lab Data section as follows:

To enter a Lab Test Name

1. Click Add Test.

2. Enter a partial description of the lab test in the Lab Test Name dialog.

3. Click Search. Select the required lab test from the search results.

Selecting a Lab Test Group

The system enables you to select a lab test group from the dialog box.

When selecting a lab test group, be aware of the following:

- When you click Select, the system populates the Lab Test Group with a list of lab tests that match the selected lab test group.

- If lab test data is already on the Case form, the system appends the lab test group after the last lab test.

Arranging Entries in a Specific Order

Click the Order icons to arrange entries in a specific order.

Adding Additional Rows of Lab Test Data

Right-click on an empty cell as shown below. Click the Add option that gets displayed, to add more rows of lab test data.

Deleting or Copying Rows in Lab Data

Right-click the row to be deleted or copied to an empty cell after a Test Date has been added, as shown below.

The Copy and Delete options are displayed. Select the applicable option, as required.

Sorting the Entries

The Lab data will be displayed in chronological order by Date of the Test and alphabetically by the Test Name.

If there are partial dates entered, the date is displayed at the beginning of the month, and year for the date entered.

Viewing the Hierarchy of the Event Term

1. Click the icon to view the entire hierarchy of the Event Term.

2. Click outside the MedDRA hierarchy dialog to close this hierarchy listing.

Viewing Notes

Click the icon to view display the Notes in a Zoom dialog.

##### Arranging the Lab Test data

Click the arrow button to arrange the Lab Test to the right Lab Test. This is available only when the Lab Test has been entered for the same date.

Click the arrow button to arrange the Lab Test to the Left Lab Test. This is available only when the Lab Test has been entered for the same date.

##### Relevant Tests Section

This section enables you to enter additional information about any relevant tests, such as toxicology. The following is an illustration of this section.

#### Patient Tab: Parent Information

The following is an illustration of the Parent tab.

##### Parent Information Section

The following is an illustration of the Parent Information section on the Parent tab.

Parent Tab Fields and Field Descriptions

The following table lists and describes the fields on the Parent tab.

Field/Control Name Name | Description
--- | ---
Parent Initials | Enter initials about the parent.
Date of Birth | Enter the parent's date of birth. You can enter a partial date if the actual date is unavailable.
Age | Calculates the parent's age, from the date of birth and earliest event onset date, if both full dates are available; otherwise, you can enter the age manually.
Units | Select the age units. Note: If both the date of birth and event onset date are available, age units field is automatically calculated. The Administrator can adjust this list.
Gender | Select the parent's gender. Note: If the parent is male, the system automatically disables the Pregnancy field. When the Gender is set to Female, the Pregnancy drop down is enabled and set to Unknown.
Date of LMP | Enter the date of the Last Menstrual Period, if applicable. A partial date can also be entered.
Weight | Enter the parent's weight.
Weight Units | Select the appropriate weight unit.
Height | Enter the parent's height.
Height Units | Select the appropriate height unit.
Parent Breastfeeding | Select the check box, if applicable.
Medical History | Captures information about the parent's medical history.

##### Other Relevant History Section

The Other Relevant History section enables you to enter information that might be useful. The system enables you to copy the Other Relevant History rows by selecting the row and clicking Copy. The following is an illustration of the Other Relevant History section.

Other Relevant History Fields and Field Descriptions

The following table lists and describes the fields in the Other Relevant History section.

Field/Control Name | Description
--- | ---
Start Date | Enter the start date of the condition. You can enter a partial date if the actual date is not available. You can also choose not to enter a date. Note: If you click Add but do not enter a date, the Date column is removed. Once the date is entered and there is a test associated with the date, you cannot clear the date but can only modify it. To remove the date column, individually delete all the cells in that Date column.
Stop Date | Enter the stop date of the condition. You can enter a partial date if the actual date is not available. You can also choose not to enter a date.
Ongoing | If the condition is ongoing, select the Ongoing check box.
Condition Type/Verbatim/Indication/Reaction | Select a condition type from the list. The Administrator can adjust this list. Note: If the Condition Type value is Medical History Episode and the term is not encoded, the value entered in the Description field is appended to the Patient Notes value. However, if the Condition Type value is Other Relevant Therapy and the term specified in the Description field is not encoded, then this record is not transmitted at all.
Encode | Click this button to encode the term. Note: To view the complete MEDDRA hierarchy for the encoded term, click the encoding status icon.
Coded PT/Description of condition LLT/Indication PT/Reaction PT | Enter a term to describe the condition. You can either manually encode or auto-encode, if you have been so configured by the Administrator. In manual mode, type the description (for example, Fever). In Auto-encode mode, enter a partial description and press ENTER or TAB. The appropriate coding dialog appears. In either mode, you can click Encode and modify the encoding. If the condition type is historical drug, the encoding will be done with WHO drugs. Note: To view the complete MEDDRA hierarchy for the encoded term, click the encoding status icon.
Indication PT | Enter a term to describe the indication. Note: This field is visible on the case form only if the condition type selected in the List maintenance is Patient Other Relevant Therapy.
Reaction PT | Enter a term to describe the reaction. Note: This field is visible on the case form only if the condition type selected in the List maintenance is Patient Other Relevant Therapy.
Notes | Enter any notes that are relevant to the condition.
Copy | Enables you to copy a row. After you copy the row, the focus will be on the newly copied row.
Add | Enables you to add a row to the relevant history. After you add the row, the focus will be on the new row.
Delete | Enables you to delete a row from the relevant history.
Up | Enables you to move up a row in the relevant history.
Down | Enables you to move down a row in the relevant history.

### Products Tab

The Products tab enables you to enter and view details about products and dosage regimens. The Products tab contains the name of the drug that has been entered within that tab. For Blinded Studies, the Blinded Product Name gets displayed in the tab.

When a user has no access to view unblinded information on the Case Form, the following fields are hidden:

- Drug Code

- Study Drug

- Formulation

- Concentration

- Outside Therapeutic Range

- Dose

- Dose Description

- Daily Dosage

- Regimen Dosage

- Patient Route of Administration

- Parent Route of Administration

- Package ID

- Pack Units

- Batch\Lot

- Expiration Date

- Total Dosage Units

- Total Dose to Primary Event

#### General Usage Information

When using the Products tab, be aware of the following:

If the study has been unblinded and a study drug had been selected, the selected Study Drug Name is displayed. You cannot view unblinded information and the tab continues to show the Blinded Product Name.

You can enter details of more than one product and more than one dosage regimen for a company product for which multiple licenses exist (for example, drug and vaccine, or drug and device).

Depending on the type of license (drug, vaccine, or device), different views are available in the Products tab. If the selected item is not a company product or if a license for a company product does not exist, all three views are always available.

##### Time Measurement Fields

You can enter seconds in the following fields:

- Argus > Case Actions > Open > (Select a Case) > Event tab > Event sub tab > {event description} sub tab > Event Information section (middle of screen)

  - Onset From Last Dose field

  - Duration field

  - Onset Latency field

- Argus > Case Actions > Open > (Select a Case) > Products tab > Product sub tab > {Product Name} sub-sub tab (drug) > Dosage Regimen section (lower 1/3 of screen)

  - Duration of Regimen

- Argus > Case Actions > Open > (Select a Case) > Products tab > Product sub tab > {Product Name} sub-sub tab (drug) > Product Details section (lower 1/3 of screen

  - Duration of Administration

  - Time between First Dose/Primary Event

  - Time between First Dose/Primary Event

- Any number following by the letter "s" defaults to "#sec."

- The system interprets the seconds the user enters in the following formats where:

  # is a number from 0 to 9

  #s -- The system automatically changes the format to # sec.

  # sxx

  where:

  x is other letters -- The system automatically changes the format to # sec

- The Temporal View and the Case Form printout display the seconds.

- The E2B import and export case functions support seconds and M2 Validation for the defined fields.

##### Date of Mfr Field

You can enter a partial date in the Date of Mfr field. The MedWatch (Device) and EU Device Reports print the partial dates entered in the field.

The Products tab includes three tabs: Drug, Device, and Vaccine.

#### Products Tab: Drug Tab

The Products tab displays the Drug section by default as shown in the following illustration.

The Drug tab includes the following sections:

- Product Information

- Product Indication

- Dosage Regimens

- QC Info

- Product Details

##### Product Information Section

The Products Information section enables you to enter information about the drug being used for the case. The following is an illustration of the Product Information section.

Product Information Fields and Field Descriptions

The following table lists and describes the fields and controls in the Product Information section.

Field/Control Name | Description
--- | ---
Suspect Concomitant Treatment | Indicates whether the drug
Product Name | The name of the product associated with the adverse event.
Generic Name | The generic name of the product
Company Drug Code | The unique value the company uses to identify the drug.
Obtain Drug Country | The name of the country where the drug was obtained.
Drug Code | The unique value that identifies the drug.
WHO Medicinal Product ID | The WHO Drug code used to identify the drug
Formulation | The form in which the drug was administered (liquid, tablet, capsule, etc.)
Drug Authorization Country | The country where the drug was authorized for use.
Manufacturer | The company that manufactured the drug.
Concentration | The amount of the drug that was administered.
Unit | The drug unit (i.e., mg, tsp, etc.)
Interaction | Identifies the drug interaction, if any.
Contraindicated? |
Study Drug Not Administered | Check this box if this is a study drug and was not administered.
UD Number 1 -- UD Number 9 |

##### Product Indication Section

The Product Indication section enables you to enter information about the indicator of the adverse event. It includes two fields: Reported Indication and Coded Indication

Reported indication is the reported reaction and Coded Indication is the code for the reaction. The two values may be the same, but they may also be different.

##### QC Info

The QC Info section enables you to enter quality control information. The following is an illustration of the

QC Info Fields and Controls

The following table lists and describes the fields in the QC Info section.

Field/Control Name | Description
--- | ---
QC Safety Date | Enter the QC department reference number for the analysis.
QC Sent Date | Enter the sent date.
QC Cross Reference | Enter the QC department reference number for the analysis.
Date Returned | Enter the date returned.
Global ID | Enter the global number.
Quantity | Enter the quantity.
# CID Number | Enter the Control Identification Number.
PCID Number | Enter the Product Control Identification Number.
Lot Number | Enter the lot number. If the Lot Number entered is incorrect, a Lot Number Lookup dialog is displayed, that allows you to enter select from the existing lot numbers.
Complaint Categories Date | Enter a date for complaint categories.
Complaint Categories Text | Enter a text explanation as necessary. Use the zoom icon to open the zoom notes and view or edit the text.
Analysis Categories Date | Enter a date for analysis categories.
Analysis Categories Text | Enter a text explanation as necessary. Use the zoom icon to open the zoom notes and view or edit the text.
Analysis Summary Date | Enter a date for an analysis summary.
Analysis Summary Text | Enter a text explanation as necessary. Use the zoom icon to open the zoom notes and view or edit the text.
QC Result Date | Enter the date the result of the analysis was received by the QC department.
QC Result | Enter a text explanation as necessary. Use the zoom icon to open the zoom notes and view or edit the text.
QC Comment | Enter any comment relating to the analysis.

##### Product Details Section

The Product Details section enables you to enter information about the drugs being used for the case. The following is an illustration of the Product Details section

Product Details Fields and Field Descriptions

The following lists and describes the fields in the Product Details section.

Field/Control Name | Description
--- | ---
First Dose | This date is defined as the earliest regimen start date and is entered automatically, if the Start Date/Time is a full date. A partial date may be entered manually.
Last Dose | This date is defined as the latest regimen stop date and is entered automatically, if the Stop Date/Time is a full date. A partial date may be entered manually. If the Ongoing check box is selected, this field will not be filled in.
Duration of Administration | This field is calculated automatically if full dates are available for first and last doses. It is the difference between the first and last dose for all dosage regimens. Note: If the duration is five days or more, the duration displays in number of days. If less than five days, it displays in days and hours.
Total Dosage | This field is calculated automatically based on daily dose, duration, and frequency. If each regimen is associated with different dosage units, this field is not calculated automatically.
Total Dosage Units | This field is calculated automatically based on daily dose, duration and frequency. If different regimens have different dosage units, this field is not calculated automatically.
Time between First Dose/Primary Event | Enter the time from the first dose to the onset of the primary event.
Time between Last Dose/Primary Event | Enter the time from the last dose to the onset of the primary event.
Total Dose to Primary Event | Enter the total dose of drug given before the onset of the primary event.
Action Taken | Select the appropriate item from the list. If no change or dose increased is selected, the Dechallenge Results and Rechallenge Results sections below are not available. The Administrator can adjust the values in this list.
Abuse | Select this check box if the patient abused the product (For example: Painkillers taken without pain).
Overdose | Select this check box if the patient took an overdose of the product.
Tampering | Select this check box if the product appeared to have been tampered with before it was used.
Taken Previously / Tolerated | Select the appropriate response from the list.
Was Protocol Followed? | Click the appropriate button to indicate whether the protocol was followed during the study. Note: This item is only available for study products.
Dechallenge | Make the appropriate selection depending on whether the drug was stopped. If you select Neg or Pos or Unk, the Dechallenge Date is enabled. Select N/A to disable the Dechallenge date.
Date | Enter the date when the dechallenge was carried out.
Rechallenge Results | Make the appropriate selection depending on whether the drug was taken again. If Pos or Neg or UNK is selected for the Rechallenge field, the Rechallenge Start Date/Time, Rechallenge Stop Date/Time, and the Rechallenge Outcome fields are enabled.
Start Date/Time | Enter the date and/or time when the rechallenge was started.
Stop Date/Time | Enter the date and/or time when the rechallenge was stopped.
Additional Product Tabs | Click the additional product tabs to switch views. The products may have one or two letter icons next to it. The following are the icon names, and what they mean: VC- Vaccine view selected DR- Drug view selected DV- Device view selected S- Suspect Product C - Concomitant Product
(New) Tab | Enter information about a new product.

##### Dosage Regimens Section

The Dosage Regimens section enables you to enter information about the size and frequency of drug doses being given to a patient. The following is an illustration of the Dosage Regimens section.

Dosage Regimens Fields and Field Descriptions

The following lists and describes the fields in the Dosage Regimens section of the Drug tab.

Field/Control Name | Description
--- | ---
Start Date/Time | Enter the start date and time of the dosage. Entry of time information is optional, and you can enter partial dates.
Stop Date/Time | Enter the stop date and time of the dosage. Entry of time information is optional, and you can enter partial dates. Note: If no Stop Date is entered, Onset from Last Dose is calculated automatically from the Event Onset Date and the most recent Stop Date or the most recent Start Date.
Ongoing | Select this check box if the drug treatment is ongoing. The Stop Date, Duration of Regimen, and Last Dose fields are removed if this check box is selected.
Outside Therapeutic Range | Select this check box if the drug has not been used in accordance with the label or has been used for outside the Therapeutic Range. Consult your Administrator for further company-specific information on the use of this field.
Duration of Regimen | This value is calculated automatically, based on regimen start and stop dates (if full dates are entered for the start and stop dates). If the value is entered manually, the duration units (for example: minutes, hours, days, months, or years) must also be entered along with the actual duration. Note: The Administrator can set the duration to be inclusive or exclusive. In Inclusive mode, the starting day counts in the calculation of the duration; in Exclusive mode, it does not.
Dose # | Enter the drug dose number.
Dose | Enter the dose received by the patient.
Dose Units | Select the dose unit. The Administrator can adjust this list.
Frequency | Select the frequency. The Administrator can adjust this list.
Dose Description | This value is automatically entered by using the values from Dose, Dose Units, and Frequency. If necessary, you can change this value. However, if Dose, Units, or Frequency information is changed, this value will be recalculated.
Daily Dose | This value is calculated automatically depending on the dose and frequency. It can be manually overwritten. If either the dose or the frequency fields are blank, this field is not calculated automatically.
Daily Dose Units | This value is derived automatically from the dose unit.
Regimen Dosage | This value is calculated automatically depending on the daily dose, duration, and frequency. This total can be overridden. If the daily dose is blank or the frequency fields are 0, this field is not calculated automatically.
Regimen Dosage Unit | This value is derived depending on the Daily Dose Units.
Route of Administration | Select the route of administration. The Administrator can adjust this list.
Parent Route of Administration | Select the route of administration for the parent. The Administrator can adjust this list.
Accidental Exposure | Select the type of Accidental Exposure from the list. A non-modifiable list of items is provided for this list.
Package ID | Enter the package ID.
Pack Units | Select the package presentation information of the product. The Administrator can adjust this list.
Batch/Lot # | Enter the batch and/or lot number(s).
Expiration Date | Enter the expiration date. Enter a partial date if the full date is not known.
(New) Tab | Click this tab to create a new dosage regimen entry.

##### Study Drug Information

You can enter a Study Drug for a Non-Configured Study entered in a case and mark a current product as a study drug.

To mark a product as a study drug

1. Right click on any suspect product in the case.

2. Select Make Study Drug to mark the current product as a study drug.

Be aware of the following:

- The system disables the drug type to make the product a Concomitant or Treatment option.

- Study Drug is a read-only field that contains the product name selected by the user.

- For non-configured studies in the case, the system displays the following for all study drugs in the case:

  Study Drug Not Administered.

#### Products Tab: Device Tab

The Device tab enables you to enter information about devices being used for a particular case. It has the following subsections:

- Product Informationi

- Product Indication

- Product Delivered by Device

- Device Information

##### Product Information Section

The following is an illustration of the Product Information section of the Device tab.

Fields and Field Descriptions

The following table lists and describes the fields in the section.

Field/Control Name | Description
--- | ---
Multiple Language Text | Click Multiple Language Text to open the Multiple Language Text dialog box.
Notes | Click the Notes icon to enter notes related to the product.
Select | Displays the product selection dialog. Select a product from the list of company products click Select. The relevant fields are added to the Case Form.
Encode | Click Encode to retrieve the code.
Suspect/ Concomitant/ Treatment | Make the appropriate selection for the product you are entering. The drug types indicate the involvement of the product with the adverse event(s) reported for the case. Suspect indicates that the product may have caused the adverse event(s). Concomitant indicates drugs that are taken with the suspect drug. Treatment is the drug taken to treat the adverse event.
Product Name | Enter the name of the product using the Select button or by entering a partial product name. Type a partial product name and press TAB. This displays the Product Selection dialog. If only one product is found, this information is entered without showing the dialog. If no match is found in the company product list, the WHO Drug Dictionary is searched for a possible match through the WHO Drug Dictionary Dialog. If a match is still not found, the text you initially typed in, is used as is. Note: If the study is blinded, the Blinded Name of the clinical study is displayed in this field. After unblinding, the selected study's Product Name for Unblinded cases is not shown.
Generic Name | Enter the generic name of the drug in a manner similar to the Product Name. If the study is blinded, the Generic Name is replaced with the Study Name of the product. Note: This name is entered automatically, depending on the chosen company product. Note: If the study is blinded, the Blinded Name of the clinical study is displayed in this field. After unblinding, the selected study's Product Name for Unblinded cases is not shown.
Company Drug Code | Displays the licensed country for the selected company product.
Obtain Drug Country | Country the drug is licensed in.
Drug Code | Enter the WHO-DRUG code.
WHO Medicinal Product ID | Displays the Medicinal ID associated with the selected WHO drug. Note: This ID is populated only if a WHO-drug is selected.
Device Type | Indicates the type of device being used for this case.
Formulation | Select the formulation of the product. The Administrator can adjust this list. Note: This field is entered automatically depending on the product.
Drug Authorization Country | Enter the company drug code. Note: This name is entered automatically depending on the chosen company product.
Manufacturer | A different Manufacturer can be selected from the drop-down list and can still be kept as a company product.
Concentration | After a drug and formulation have been entered, select the concentration from the list, or enter the concentration. If this information is changed manually, the product is marked as a non-company product. Note: This field is entered automatically depending on the chosen product. The concentration cannot be modified for a Study drug.
Units | Select a concentration unit. The Administrator can adjust this list.
Interaction? | Indicates whether the case involves a drug interaction
Contraindicated? | Indicates whether the drug was administered contrary to its indication. Make the appropriate selection to indicate whether the drug was contraindicated in this case.
Study Drug | Select the study treatment the patient received from the list. If the study is Blinded, this field is disabled. The Administrator can adjust the information in this list. Drugs listed here are dependent on the Study ID selected for the General tab. Note: This field is applicable for Unblinded or not blinded clinical trial cases only.

##### Searching for Products

You can perform two types of searches in the section:

- Product Browser Search

- WHO Drug Coding Search

Product Browser Search

To search for a product

1. Click Select in the Products tab.

2. The Product Browser dialog is displayed.

3. Click Select to start searching.

4. When the system opens the Product Browser dialog box, Click the entities displayed in the dialog.

   The hierarchy above and below the entity being searched is also displayed. For example, if Product Name is searched, it displays the Product Name as well as the Family Name and Trade Name.

5. Search for Products based on the following criteria:

   - Ingredient

   - Family

   - Product Name

   - Trade Name - Searches the License Trade Name

6. Click the Full Search check box to select all these criteria when searching.

7. Click Select.

8. The results based on the search criteria are displayed and the user can select the Product.

9. Click Clear to remove the entered search criteria.

WHO Drug Browser Search

Be aware of the following when using the WHO Drug Browser search function:

- The system enables you to perform a full search from the WHO Drug browser when you select the Full Search option.

  - By default, the system performs a like search (e.g., CUREALL%)

  - You can use the percent (%) sign to perform wildcard searches

  - If you click Full Search, the system performs a full search (e.g., %CUREALL%)

- The system also enables you to search for drug formulation and country. However, this is available only if you select the WHO Drug C format. Otherwise, the option is disabled.

- When you click Clear, the system clears the search criteria you entered.

- After the system performs the search, you can sort the results on all the fields.

To perform a WHO Drug Browser Search

1. Select the Encode button to open the WHO Drug Coding dialog.

2. You can use both the WHO Drug B Format as well as the WHO Drug C Format using the same browser.

   Select either the WHO Drug B format or the WHO Drug C format from the Case Form Configuration dialog where the Dictionaries are chosen for encoding.

3. Enter your search criteria in these fields and click Search to display the product attributes that match the given search criteria:

   - Trade Name - the trade name of the product

   - Formulation / Strength - the Formulation / Strength (sequence 3 and sequence 4) of the product.

   - Country - The Sales Country Code of the Product as defined in the WHO Dictionary

   - Generic - Whether Generic - Yes or No.

     The following criteria are not available for display or searching in the WHO Drug B Format:

     - Formulation

     - Country

     - Strength

     - Generic

     - Medicinal Product ID

     - Product Type

4. Click Select to copy the selected drug to the Product tab.

5. Click Cancel to close the selection dialog without making any updates to the Product tab.

The WHO Drug Coding Dialog has the following fields:

Field | Description
--- | ---
Product Type | Select the type of product from the drop-down list. Note: All is displayed as the Product Type by default.
ATC Code | Enter the ATC Code up to a maximum of 10 characters.
Drug Code / Medicinal Prod ID | Searches on either criterion as per the radio button selected for the search. By default, the Drug Code option is selected.
Trade Name / Ingredient | Searches on either criterion as per the radio button selected for the search. By default, the Trade Name option is selected.
Formulation | Enables you to search based on the drug formulation.
Country | Enables you to search for a drug based on the country where the drug was sold.

##### Entering Quality Control Information

You can enter quality control information by clicking the QC Info button and entering the appropriate information in the Quality Control dialog box.

About the Quality Control Dialog Box

The following is an illustration of the Quality Control dialog box.

The following table lists and describes the fields in the Quality Control dialog box.

Field | Description
--- | ---
QC Safety Date | Enter the QC department reference number for the analysis.
QC Sent Date | Enter the sent date.
QC Cross Reference | Enter the QC department reference number for the analysis.
Date Returned | Enter the date returned.
Global ID | Enter the global number.
Quantity | Enter the quantity.
# CID Number | Enter the Control Identification Number.
PCID Number | Enter the Product Control Identification Number.
Lot Number | Enter the lot number. If the Lot Number entered is incorrect, a Lot Number Lookup dialog is displayed, that allows you to enter select from the existing lot numbers.
Complaint Categories Date | Enter a date for complaint categories.
Complaint Categories Text | Enter a text explanation as necessary. Use the zoom icon to open the zoom notes and view or edit the text.
Analysis Categories Date | Enter a date for analysis categories.
Analysis Categories Text | Enter a text explanation as necessary. Use the zoom icon to open the zoom notes and view or edit the text.
Analysis Summary Date | Enter a date for an analysis summary.
Analysis Summary Text | Enter a text explanation as necessary. Use the zoom icon to open the zoom notes and view or edit the text.
QC Result Date | Enter the date the result of the analysis was received by the QC department.
QC Result | Enter a text explanation as necessary. Use the zoom icon to open the zoom notes and view or edit the text.
QC Comment | Enter any comment relating to the analysis.

##### Product Indication Section

The following is an illustration of the Product Indication section of the Device tab.

Product Indication Fields and Field Descriptions

The following table lists and describes the fields in the Product Indication section.

Field/Control Name | Description
--- | ---
Reported Indication | By default, the value of this field is populated with the Product Indication from the Product Configuration, if set up by the user. If not, you can enter a term into the Reported Indication field. Note: Argus Safety automatically encodes this information. You can also click Encode to open the coding dictionary dialog.
Coded Indication | This field is populated with the encoded term when the user enters data in the reported indication field and tabs out.
Encode (Indication) | Opens the MedDRA Browser with the term already populated from the Coded Indication field. Note: To view the complete MEDDRA hierarchy for the encoded term, click the Encoding Status icon.
Add | Adds a new Indication row. Note: Only two indications are visible at a time
Delete | Click this button to delete the selected Indication row.
M/W Info | The MW Info dialog allows you to enter the following device information: Usage of Device: Make the appropriate selection to indicate whether the use of the suspect medical device was the initial use, reuse, or unknown. Is this a single-use device that was reprocessed and reused on a patient?: Indicate whether the device was labeled for single use. If the question is not relevant to the device being reported (for example, an X-ray machine), leave the select box cleared. Single Use Device: This field will be populated by information on the form. Name and Address of Reprocessor: Enter the name and address of the reprocessor.
| Device Evaluated by Mfr: Select the Not returned to mfr. check box if an evaluation could not be made because the device was not returned to or made available to the manufacturer. Select Yes if an evaluation was made for the suspect medical device. You can attach a summary of the evaluation and select the Yes,Summary Attached. If an evaluation of a returned suspect or related medical device was not conducted, select the No check box and attach an explanation or provide an appropriate code from the coding manual (Part II, Subpart A). If no, provide reason: If the Device Evaluated by Mfr is "No," then select a reason from the drop down. Type of Follow-up Report: Select the appropriate check boxes that most accurately describe the nature of the follow-up (supplemental) report as follows: Correction - Changes to previously submitted information.Additional information - Information concerning the event that was not provided in the initial report because it was not known/available when the report was originally submitted.Response to FDA request - Additional information requested by FDA concerning the device/event.Device evaluation - Evaluation/analysis of device. Evaluation Codes: Click Select to enter the applicable codes from the categories listed. Follow the instructions in the dialog to enter the evaluation codes. Conclusion codes must be entered even if the device was not evaluated.
| USC 360i(f) correction/removal reporting number: Enter the number that the FDA assigned to the corrective action. If the FDA has not yet assigned a number, the internal number assigned to the action by the company is used. If remedial action indicated, check type: Select the applicable actions. If other, specify the type of action in the space provided (for further reference, see 21 U.S.C. 360h and 21 CFR part 803). Additional manufacturer narrative: Select the check box (if applicable) and enter any additional information, evaluation, or clarification of data presented in previous sections. Corrected Data: Select the check box if corrected data. Select if the device was an Adverse Event or a Product Problem.
EU / CA Device | The EU/CA Device dialog allows you to enter the device information. Fields are marked by either an EU flag or a Canadian flag to indicate which entity is mapped to the field. The following list describes each field in detail: Accessories Associated Devices: Enter associated devices and/or accessories involved in the incident. Software Version: Enter relevant software version. Incident or Near incident: Select the appropriate incidence type. Identification of notified body involved in Conformity Assessment: Enter identification number of the Notified Body involved in the conformity assessment procedure (if any) and the date(s) of the attestation(s). Was the device labeled sterile?: Select the appropriate choice. Reporting firm is aware of other similar incidents having an impact on the current report: Select the appropriate choice. If yes, to which countries: Enter appropriate countries. Device distributed within the following EEA Countries: Enter appropriate countries. Current location of device: Enter the present location of the device that was involved in the incident. Where was the device purchased: Enter the establishment where the device was purchased. Address: Enter the address of the location where the device was purchased.
| Expected date of follow-up report: Enter the expected date of follow-up report. Importer: Enter the name, address, telephone, and fax of the importer. Initial Corrective Action: Enter corrective action for the Initial report. Initial Project Timing: Enter projected timing for the Initial report. Final Corrective Action: Enter corrective action for the Final report. Final Project Timing: Enter projected timing for the Final report. Investigation Result: Enter the results of investigation from the follow-up. Further Investigation: Enter the details of further investigation from the follow-up.
CID Number | Enter the Control Identification Number.
Global ID | Enter the Global Identification number. When you add a second device product to a case that already contains a device product with a Global ID number, the same number populates the new device added. Changing the Global ID number for the new product updates all products in the case to have the same Global ID number.
Device Subcomponent Name | Select the sub-component of the device.
Device Subcomponent Lot# | Enter the lot number for the sub-component of the device.

##### Product Delivered by Device Section

The following is an illustration of the Product Delivered by Device section

##### Product Delivered by Device Fields and Field Descriptions

The following table lists and describes the fields in the Product Delivered by Device section.

Field/Control Name | Description
--- | ---
Type of Drug | Select the type of drug from the drop-down list.
Other Mfg Product | Displays the Other Manufacturing Product.
Add | Adds another row.
Delete | Deletes the highlighted row.

##### Device Information Section

This section enables you to enter information about the device being used. The following is an illustration of the section.

##### Device Information Fields and Field Descriptions

When using the Device Information section, be aware of the following:

- You can enter up to 10,000 characters in the Additional Manufacturer Narrative field.

- The device evaluation codes have been updated to reflect FDA standards. Go to the following link for more information: `http://www.fda.gov/cdrh/mdr/373_appdxb.html`.

- The evaluation method is available is the following site: `http://www.fda.gov/cdrh/mdr/373.html`.

- The evaluation results are available at the following site: `http://www.fda.gov/cdrh/mdr/373_appdxd.html`.

The following table lists and describes the fields in the Device Information Section

Field/Control Name | Description
--- | ---
Lot # | Enter the lot number of the device.
Expiration Date | Enter the expiration date. Enter a partial date or no date if the full date is not available.
Date of Mfg | Enter the month and year of manufacture of the suspect medical device.
Device Age (Approx.) | Enter the age of the device.
Model # | Enter the model number of the device.
Serial # | Enter the serial number of the device.
Catalog # | Under Catalog#, enter the exact catalog number as it appears in the manufacturer's catalog, device labeling, or accompanying packaging.
Other # | Under Other #, enter any other applicable identification number (for example: component number, product number, part number, bar-coded product ID).
Date Implanted | If the device is implantable, enter the date of the implant. Enter a partial date if the full date is not available.
Date Explanted | If the device is implantable, enter the date of the explant, if any. Enter a partial date if the full date is not available.
Improper Use/Storage | Indicate if the device was improperly used or stored.
Operator of Device | Select the type of person operating or using the suspect medical device on the patient at the time of the event. For instance, Health Professional applies to a physician, nurse, or respiratory therapist. Lay User applies to the person being treated, a parent, or a spouse. Other applies to a nurse's assistant, or orderly.
If other | If the operator of the device is other, enter the operator of the device.
Trained User | Indicate if the operator of the devices was trained to use the device.
Device Available for Evaluation | Indicate whether the device is available for evaluation. Also, indicate whether the device was returned to the manufacturer and if so, the date of the return.
Preliminary Comments | Enter or select preliminary comments.
Malfunction | Indicate if the devices malfunctioned.
Malfunction Type | Make the appropriate selection to indicate the type of reportable event. For an event associated with a malfunction, the FDA refers users to applicable sections in 21 CFR Part 803 reporting guidelines.
Manufacturer/Importer Awareness Date | Enter the date when the manufacturer became aware of the event
Return Date | Enter the Device Return Date.

EU/CA Device Dialog Fields and Field Descriptions

The EU/CADevice Fields dialog includes the following fields:

- NCA Reference Number

- Identify to what other NCA's this report was also sent

- Number of Patients Involved

- Number of Devices Involved

- User facility reference number

- Remedial Action by HC Facility

- Usage of Medical Device

- Other

- Update to Initial Report (Follow-up Report)

- Final Report

The following table provides attribute information for the device fields

Field/Control Name Name | Field Length | Field Type
--- | --- | ---
NCA Reference Number | 100 characters | Alphanumeric
Identify to what other NCA's this report was also sent | 2000 characters | Alphanumeric
Number of Patients Involved | 3 characters | Numeric
Number of Devices | 3 characters | Numeric
User facility reference number | 20 characters | Alphanumeric
Remedial Action by HC Facility | 1000 characters | Alphanumeric
Usage of Medical Device | N/A | Check box
Other | 15 characters | Alphanumeric
Update to Initial Report (Follow-up Report) | N/A | Check box
Final Report | N/A | Check box

When you select the EU/CA Device option, the system prints the fields on the Case form. The system tracks the fields and any updates in the audit log.

#### Products Tab: Vaccine Tab

The Vaccine section of the Products tab enables you to enter information about a vaccine. The Vaccine tab includes the following sections:

- Product Information

- Product Indication

- Vaccine Information

##### Product Information Section

Fields and Field Descriptions

The following table lists and describes the fields in the Product Information section.

Field/Control Name | Description
--- | ---
Notes | Enter notes related to the product.
WHO Medicinal Product ID | Displays the Medicinal ID associated with the selected WHO drug. Note: This ID is populated only if a WHO-drug is selected.
Obtain Drug Country | Enter the country where the drug was purchased.
Drug Authorization Country | Displays the licensed country for the selected company product.
Product Name | Enter the name of the product using the Select button or by entering a partial product name. Type a partial product name and press TAB. This displays the Product Selection dialog. If only one product is found, this information is entered without showing the dialog. If no match is found in the company product list, the WHO Drug Dictionary is searched for a possible match through the WHO Drug Dictionary Dialog. If a match is still not found, the text you initially typed in, is used as is. Note: If the study is blinded, the Blinded Name of the clinical study is displayed in this field. After unblinding, the selected study's Product Name for Unblinded cases is not shown.
Select | Displays the product selection dialog. Select a product from the list of company products click Select. The relevant fields are added to the Case Form.
Drug Code | Enter the WHO-DRUG code.
Encode | Click Encode to retrieve the code.
Suspect/Concomitant/Treatment | Make the appropriate selection for the product you are entering. The drug types indicate the involvement of the product with the adverse event(s) reported for the case. Suspect indicates that the product may have caused the adverse event(s). Concomitant indicates drugs that are taken with the suspect drug. Treatment is the drug taken to treat the adverse event.
Generic Name | Enter the generic name of the drug in a manner similar to the Product Name. If the study is blinded, the Generic Name is replaced with the Study Name of the product. Note: This name is entered automatically depending on the chosen company product.
Company Drug Code | Enter the company drug code. Note: This name is entered automatically depending on the chosen company product.
Manufacturer | A different Manufacturer can be selected from the drop-down list and can still be kept as a company product.
Study Drug | Select the study treatment the patient received from the list. If the study is Blinded, this field is disabled. The Administrator can adjust the information in this list. Drugs listed here are dependent on the Study ID selected for the General tab. Note: This field is applicable for Unblinded or not blinded clinical trial cases only.
Formulation | Select the formulation of the product. The Administrator can adjust this list. Note: This field is entered automatically depending on the product.
Interaction? | Indicates whether the case involves a drug interaction
Contraindicated? | Indicates whether the drug was administered contrary to its indication. Make the appropriate selection to indicate whether the drug was contraindicated in this case.
Concentration | After a drug and formulation have been entered, select the concentration from the list, or enter the concentration. If this information is changed manually, the product is marked as a non-company product. Note: This field is entered automatically depending on the chosen product. The concentration cannot be modified for a Study drug.
Units | Select a concentration unit. The Administrator can adjust this list.

##### Searching for Products

You can perform two types of searches in the section:

- Product Browser Search

- WHO Drug Coding Search

##### To perform a search in the Product Browser dialog box

1. Click Select in the Products tab.

2. The Product Browser dialog is displayed.

3. Click Select to start searching.

4. When the system opens the Product Browser dialog box, Click the entities displayed in the dialog.

   The hierarchy above and below the entity being searched is also displayed. For example, if Product Name is searched, it displays the Product Name as well as the Family Name and Trade Name.

5. Search for Products based on the following criteria:

   - Ingredient

   - Family

   - Product Name

   - Trade Name - Searches the License Trade Name

6. Click the Full Search check box to select all these criteria when searching.

7. Click Select.

8. The results based on the search criteria are displayed and the user can select the Product.

9. Click Clear to remove the entered search criteria.

##### WHO Drug Browser Search

Be aware of the following when using the WHO Drug Browser search function:

- The system enables you to perform a full search from the WHO Drug browser when you select the Full Search option.

  - By default, the system performs a like search (e.g., CUREALL%)

  - You can use the percent (%) sign to perform wildcard searches

  - If you click Full Search, the system performs a full search (e.g., %CUREALL%)

- The system also enables you to search for drug formulation and country. However, this is available only if you select the WHO Drug C format. Otherwise, the option is disabled.

- When you click Clear, the system clears the search criteria you entered.

- After the system performs the search, you can sort the results on all the fields.

To perform a WHO Drug Browser Search

1. Select the Encode button to open the WHO Drug Coding dialog.

2. You can use both the WHO Drug B Format as well as the WHO Drug C Format using the same browser.

   Select either the WHO Drug B format or the WHO Drug C format from the Case Form Configuration dialog where the Dictionaries are chosen for encoding.

   The WHO Drug Coding Dialog has the following fields:

   Field/Control Name | Description
   --- | ---
   Product Type | Select the type of product from the drop-down list. Note: All is displayed as the Product Type by default.
   ATC Code | Enter the ATC Code up to a maximum of 10 characters.
   Drug Code / Medicinal Prod ID | Searches on either criterion as per the radio button selected for the search. By default, the Drug Code option is selected.
   Trade Name / Ingredient | Searches on either criterion as per the radio button selected for the search. By default, the Trade Name option is selected.
   Formulation | Enables you to search based on the drug formulation.
   Country | Enables you to search for a drug based on the country where the drug was sold.

3. Enter your search criteria in these fields and click Search to didisplay the product attributes that match the given search criteria:

   - Trade Name -- the trade name of the product

   - Formulation / Strength -- the Formulation / Strength (sequence 3 and sequence 4) of the product.

   - Country -- The Sales Country Code of the Product as defined in the WHO Dictionary

   - Generic - Whether Generic - Yes or No.

     The following criteria are not available for display or searching in the WHO Drug B Format:

     - Formulation

     - Country

     - Strength

     - Generic

     - Medicinal Product ID

     - Product Type

4. Click Select to copy the selected drug to the Product tab.

5. Click Cancel to close the selection dialog without making any updates to the Product tab.

##### Entering Quality Control Information

You can enter quality control information and enter the appropriate information in the Quality Control window.

About the Quality Control Window

The following is an illustration of the Quality Control window.

The following table lists and describes the fields in the Quality Control window.

Field/Control Name | Description
--- | ---
QC Safety Date | Enter the QC department reference number for the analysis.
QC Sent Date | Enter the sent date.
QC Cross Reference | Enter the QC department reference number for the analysis.
Date Returned | Enter the date returned.
Global ID | Enter the global number.
Quantity | Enter the quantity.
# CID Number | Enter the Control Identification Number.
PCID Number | Enter the Product Control Identification Number.
Lot Number | Enter the lot number. If the Lot Number entered is incorrect, a Lot Number Lookup dialog is displayed, that allows you to enter select from the existing lot numbers.
Complaint Categories Date | Enter a date for complaint categories.
Complaint Categories Text | Enter a text explanation as necessary. Use the zoom icon to open the zoom notes and view or edit the text.
Analysis Categories Date | Enter a date for analysis categories.
Analysis Categories Text | Enter a text explanation as necessary. Use the zoom icon to open the zoom notes and view or edit the text.
Analysis Summary Date | Enter a date for an analysis summary.
Analysis Summary Text | Enter a text explanation as necessary. Use the zoom icon to open the zoom notes and view or edit the text.
QC Result Date | Enter the date the result of the analysis was received by the QC department.
QC Result | Enter a text explanation as necessary. Use the zoom icon to open the zoom notes and view or edit the text.
QC Comment | Enter any comment relating to the analysis.

##### Product Indication Section

The following is an illustration of the fields in the Product Indication section of the Vaccine tab.

Product Indication Fields and Field Descriptions

The following table lists and describes the fields in the Product Indication section.

Field/Control Name | Description
--- | ---
Product Indication Section
Reported Indication | By default, the value of this field is populated with the Product Indication from the Product Configuration, if set up by the user. If not, you can enter a term into the Reported Indication field. Note: Argus Safety automatically encodes this information. You can also click Encode to open the coding dictionary dialog.
Coded Indication | This field is populated with the encoded term when the user enters data in the reported indication field and tabs out.
Encode (Indication) | Opens the MedDRA Browser with the term already populated from the Coded Indication field. Note: To view the complete MEDDRA hierarchy for the encoded term, click the Encoding Status icon
# of Siblings | Enter the number of siblings for patients who are children under the age of five.
Birth Weight | For patients who are children under the age of five, enter the birth weight. For example: 3260g, 3.26kg, or 7lb 4oz. If a number without units is entered, the following units are assumed: < 32 - Pounds 32-200 - Ounces >200 - Grams
Birth Weight Units | Select the appropriate weight units.
Add | Adds a new Indication row. Note: Only two indications are visible at a time
Delete | Click this button to delete the selected Indication row.
Order | Allows the user to move an indication up and down.
Obtain Drug Country | Enter the country where the drug was purchased.
Interaction | Indicates whether the case involves a drug interaction
Contraindicated? | Indicates whether the drug was administered contrary to its indication. Make the appropriate selection to indicate whether the drug was contraindicated in this case.

##### Product Details Section

Product Details Fields and Field Descriptions

The following table lists and describes the fields in the Product Details section.

Field/Control Name | Description
--- | ---
Product Details Section
Action Taken | Select the appropriate term. If you select Dose Increased or No change, the dechallenge and rechallenge fields are disabled. The Administrator can adjust this list.
Dechallenge Results | Indicates the drug stopped for the purpose of determining if it was the drug that caused the adverse event. Click the appropriate button
Date | Enter the date the dechallenge was carried out
Taken Previously / Tolerated | Select the appropriate response from the list.
Rechallenge Results | Make the appropriate selection depending on whether the drug was taken again. If Pos or Neg or UNK is selected for the Rechallenge field, the Rechallenge Start Date/Time, Rechallenge Stop Date/Time, and the Rechallenge Outcome fields are enabled.
Start Date/Time | Enter the date and/or time when the rechallenge was started.
Stop Date/Time | Enter the date and/or time when the rechallenge was stopped.
Abuse | Select this check box if the patient abused the product (For example: Painkillers taken without pain).
Overdose | Select this check box if the patient took an overdose of the product.
Tampering | Select this check box if the product appeared to have been tampered with before it was used.

##### Vaccine Information Section

The Vaccine Information section has the following sections:

- Vaccine Information

- Vaccine Administration

- Prior Adverse Events

- Vaccine History

Vaccine Information Fields and Field Descriptions

The following table lists and describes the fields in the Vaccine Information section.

Field/Control Name | Description
--- | ---
Start Date/Time | Enter the vaccination date. Enter a partial date if the full date is not available.
Dose Number | Enter the vaccine dose number.
Dose | Enter the vaccine dose.
Units | Select the dose unit. The Administrator can adjust this list.
Patient Route of Administration | Enter the route of administration or a short code for the route of administration. The system automatically decodes your entry. The Administrator can adjust this list.
Parent Route of Administration | Enter the route of administration or a short code for the route of administration. The system automatically decodes your entry. The Administrator can adjust this list.
Anatomical Location | Select the anatomical location of the vaccination. The Administrator can adjust this list.
Package ID | Enter the package ID.
Batch / Lot # | Enter the batch and/or lot number(s).
Expiration Date | Enter the expiration date. Enter a partial date or no date if the full date is not available.
Vaccine Administration | Enter the Vaccine Information. Items entered here are used to complete the VAERS form.
Prior Adverse Events | Enter the Prior Adverse Events.
Vaccine History | Enter the vaccine history.

##### Entering Vaccine Administration Information

The following is an illustration of the Vaccine Administration form.

To enter vaccination information

1. Enter the relevant vaccination information items in the form.

2. Click OK to save the entered vaccine information.

The following table lists and describes the fields in the Vaccine Administration form.

Field/Control Name | Description
--- | ---
General Information
Vaccinated At | Select the most appropriate item from the list to describe where the patient was vaccinated.
State | Enter the state where the patient was vaccinated.
County | Enter the county where the patient was vaccinated.
Purchased With | Select the most appropriate item from the list to describe how the vaccine was purchased.
Person Completing Form Relationship to Patient | Select an appropriate item from the list.
Reported Previously | Select an appropriate item from the list.
Illness at time of Vaccination | Enter the illness, if known.
CDC/FDA VAERS # | Enter the verification number.
Required ER Visit | Select this check box if the event required a visit to the emergency room or doctor.
Administrator |
Administered By | Enter the name of the person who administered the vaccine.
Resp. Physician | Enter the name of the physician responsible for the patient.
Facility name | Enter the name of the facility where the vaccine was administered.
Address | Enter the address of the facility where the responsible physician works.
City | Enter the city of the facility where the responsible physician works.
State | Enter the state of the facility where the responsible physician works.
Postal Code | Enter the postal code of the facility where the responsible physician works.
Phone | Enter the telephone number of the facility where the responsible physician works.

##### Entering Prior Adverse Events Information

The following is an illustration of the VaccinePrior Adverse Events form.

To enter prior adverse events information

1. Enter the relevant vaccination information items in the form.

2. Click OK to save the entered prior vaccination adverse event information.

The following table lists and describes the fields in the Vaccine Prior Adverse Events form.

Field/Control Name | Description
--- | ---
Patient | Select whether the details refer to the patient or to a sibling.
Vaccine | Enter the name of the vaccine.
Dose # | Enter the dose number of the vaccine.
Age | Enter the patient's age at onset of the event.
Age Units | Select the appropriate age unit from the list.
Adverse Events | Enter a term that describes the adverse event.

##### Vaccine History Section

The following is an illustration of the Vaccine History section of the screen.

Vaccine History Fields and Field Descriptions

The following table lists and describes the fields in the Vaccine History section.

Field/Control Name | Description
--- | ---
Date | Enter the date of vaccination. Enter a partial date if the full date is not available.
Route of Admin | Enter the route of administration or a short code for the route of administration. The system automatically decodes your entry. The Administrator can adjust this list.
Vaccine | Enter the name of the vaccine.
Anatomical Location | Select the anatomical location of the vaccination. The Administrator can adjust this list.
Dose # | Enter the vaccine dose number.
Manufacturer | Enter the vaccine manufacturer or select a manufacturer. The Administrator can adjust this list.
Dose | Enter the vaccine dose.
Units | Select the dose unit. The Administrator can adjust this list.
Batch & Lot # | Enter the batch and/or lot number(s).
Add | Adds a new Indication row. Note: Only two indications are visible at a time.
Delete | Click this button to delete the selected Indication row.

### Events Tab

The Events tab enables you to enter or view details for adverse events associated with a case. The following is an illustration of the Events tab.

#### General Usage Information

When using the Events tab, be aware of the following:

- - You can change the listedness for a drug at the individual level.

  - This limitation also applies to the Medical Review and Local Labeling dialogs.

- The field labels for the Event Assessment tab are updated and configured on the Argus Console

- When you modify the Event outcome on the Events Tab, and the event outcome and case outcome don't match, the system displays the following message:

  Case Outcome may no longer match events.

- If the Death Seriousness criteria on the Event tab are unchecked, the event outcome reverts to empty and is not set to fatal.

- On the Death Details screen, the Autopsy Results field defaults to blank instead of No. If the value is incorrectly set, the system sets it to null during the upgrade.

- On the Event Assessment tab, the system displays the Notes icon beside the event term if the preferred term has associated notes on the datasheet.

- If the datasheet does not have notes for the preferred term, the system does not display the Notes icon.

- This is also true for the Medical Summary and the Local Labeling dialog

- When you click the Notes icon, the system displays the notes in read-only mode.

- The system populates the "To be coded" value on the MedDRA popup dialog box when you click the green checkbox for the MedDRA hierarchy. This applies to the following area where the MedDRA dialog box appears.

  - Patient Tab: Other Relevant History: Description

  - Patient Tab: Other Relevant History: Reaction

  - Patient Tab: Other Relevant History: Indication

  - Patient Tab: lab Tests

  - Product Tab: Product Indications

  - Event Tab: Event Coding

  - Analysis Tab: Company Diagnosis Syndrome

  - Console: Business Configuration: Products: Datasheets

  - Console Business Configuration: Products: Product Indications

  - Console: Codelists: Lab Tests

  - Console: Codelists: Always Serious Term List

- The Event to Exclude from Report Field enables you to identify information not to include in a PMDA expedited report.

  - The default for this check box is unchecked.

  - When this check box is checked, you are required to enter a justification for this action in the Reason to Exclude from Report dialog box.

  - After you enter the justsification, the system places a symbol to the right of the field.

  - You must have at least one event in a report. If you try to exclude all events from the report, the system presents the following message: "All the events are excluded from reports. If you want to report, at least one event is necessary. Proceed?"

  - The system does not retrieve evenst that are excluded from a report as part of CSPSR (Clinical Study Periodic Safety Report) unless it has been configured to include them in such a report.

The following is an illustration of the MedDRA dialog box.

When you click the Recalculate button, the system does not recalculate listedness where the Event Assessment Listedness already has a case justification ( generated automatically or manually overwritten).

##### Field Properties for Help Text/Default Labels

The following table describes the field properties for the Help Text/Default Labels.

Default Field Label | Default Help Text
--- | ---
Onset from First Dose | This date is defined as the earliest regimen start date to Onset and is completed automatically. The Date calculation is based on the Case Form Calculation for Inclusive or Exclusive
Onset from Last Dose | This date is defined as the latest regimen stop date to Onset and is completed automatically. The Date calculation is based on the Case Form Calculation for Inclusive or Exclusive.
Total Dose to Event | The system calculates this value based on daily dose and duration.
Units | The system provides this value based on the dosage units entered.
Action Taken | Select the appropriate term from the drop-down list (e.g., Dose Increased, Withdrawn, etc.). The Administrator may adjust the values in this list.
Other | The value can only be entered when the Action Taken is "Other."
Dechallenge Results | Select the appropriate option.
Rechallenge Results | Select the appropriate option.
Event occurred as consequence of | Select the appropriate option.
Term | Select the appropriate option.
Most Important Diagnosis? | Select the appropriate option.
Event more specific/severe than PT? | Select the appropriate option.

Field Calculations

The following table describes the calculations the system uses for each field.

Field | Calculation
Total Dosage | The sum of all Total Regimen Dosages.
First Dose to Onset | The system calculates this value based on the first dose stop date and the event onset date, if present. If any regimen start date is null, the system sets the First Dose to Onset is to null. The system does not automatically use partial date entries for the Regimen Start and Stop Date/Time fields to calculate First Dose to Onset. The user can overwrite this field.
Last Dose to Onset | The system calculates this value based on the last dose stop date and the even onset date, if present. If the regimen start date is null, the system sets the Last Dose to Onset is to null. The system does not automatically use partial date entries for regimen Start and Stop Date/Time fields to calculate the Last Dose to Onset. The user can overwrite this field.

#### Events Tab: Event Tab

The Event information tab enables you to encode adverse events, record the criteria for the seriousness of each event, and display the results of automated assessments to determine whether events are listed in data sheets. It also lists the licenses for the data sheets. The Event information tab includes the following sections:

- Event Information

- Event Coding

- Seriousness Criteria

- Nature of Event

- Details

##### Event Information Section

The Event Information section enables you to enter information about the event information including diagnosis, patient history, intensity, and so forth.

Event Information Fields and Field Descriptions

The following table lists and describes the fields in the Event Information section.

Field/Control Name | Description
--- | ---
Description as Reported | Enter the verbatim term used by the reporter, or patient, to describe the adverse event. As you type, the term is automatically copied under Description to be Coded. Verbatim English translations of foreign languages may also be entered here.
Relationships | Click the Relationshipsbutton to view the Diagnosis-Event Relationships dialog. This allows you to group symptoms and signs with diagnoses. This requires at least two events and a diagnosis.
Encode | Click this button to search for the term entered under Event Description. The entered term is checked in the MedDRA dictionary.
Term Highlighted by Reporter | Make the appropriate selection to indicate whether the person reporting the event considered it to be serious. Note: Selecting Yes does not mark this case as Serious automatically.
Diagnosis | Make the appropriate selection to indicate whether the event is a diagnosis.
Description to be Coded | If necessary, the verbatim term can be modified in this field. For example, the original term may need to be split, or enhanced with an anatomical location. The Administrator can prevent manual encoding of the description. If automatic encoding is enabled, the term can be auto-encoded to the included term level.
Patient Has Prior History? | Make the appropriate selection to indicate whether the patient has had a prior history or has suffered from the same event in the past.
Onset Date/Time | Enter the date/time when the event started. Enter a partial date if the full date is not available.
Onset from Last Dose | This field is calculated automatically from the event onset date and most recent stop date listed in the dosage regimen details of the suspect drug(s). You can also enter or modify the field manually. This field is removed if the dosage regimen is ongoing.
Stop Date/Time | Enter the date/time when the event stopped.
Duration | This field is calculated automatically from the event start and stop dates. You can also enter or modify the duration manually.
Onset Latency | This field is calculated automatically from the earliest first dose date of the suspect drug(s) to onset date. You can also enter or modify the duration manually.Note: Onset Latency = Onset Date - First Dose.
Intensity | Select the category of severity of the event. The Administrator can adjust this list.
Frequency | Select the frequency of the event from the list. The Administrator can adjust this list.
Was this event related to the conduct of a study? | For clinical trial cases only. Make the appropriate selection to indicate whether the event was associated with the conduct of a study. Consult your Administrator for further company-specific information on completing this field.
Associated with Rechallenge? | Only available if a suspect drug was rechallenged. Make the appropriate selection.
Product | Only available if event is associated with rechallenge. A list of all suspect products that were rechallenged is displayed. Select the product associated with this event from the list. You can identify multiple products to be associated with a single event.
Dropped from Study due to Event | For clinical trial cases only. Select this check box if the subject was dropped from the study due to this adverse event.
Treatment Received? | Make the appropriate selection to indicate whether the event required treatment.
Outcome of Event | Select the outcome of the event. The Administrator can adjust this list. If Fatal is selected, Death is selected in the list of seriousness criteria. Note: If the Death check box is subsequently cleared, the outcome still remains fatal.
Receipt Date | Enter the date on which information about this event was received by your company.
Lack of Efficacy | Select this check box, if appropriate.
Progression of Disease | Select this check box, if appropriate.
Adverse Drug Withdrawal Reaction | Select this check box, if appropriate.
Infection | Select this check box, if an infection has occurred.

##### Understanding the Diagnosis-Event Relationship

Argus Safety allows you to group events in a case, and/or to associate them with particular diagnoses. These determinations can be made by your company or simply as reported to your company. This feature aids significantly in the interpretation and review of individual case reports. It is also useful in summary reports as it enables the reporting of diagnoses only, while retaining database records of individual event terms.

Click the Relationships button in the Event Information section of the Eventstab to open the Diagnosis-Event relationship dialog.

Note: To use this feature, the case must contain at least two events and, at a minimum, one diagnosis. The events related to a diagnosis are listed on top in this dialog and the symptoms are indented with respect to the diagnoses. You can group events together and associate them with individual diagnoses.

##### Associating a symptom with a diagnosis

Click the up or down arrows to associate a selected symptom with a diagnosis. In Argus Safety Web, select the symptom and click Move Up or Move Down.

Example:

Such Adverse Events (AE) might be entered into the database as follows:

This example demonstrates how defining a diagnosis-event relationship can clarify an adverse event report. Suppose an initial case report describes a patient suffering from "Somnolence," "Sore Throat," and "Fever."

AE # Diagnosis AE Term (Associated AEs)

1 Somnolence

2 Sore Throat

3 Fever

For reports on all events, they would appear on a CIOMS-I form as:

- Somnolence [SEDATION]

- Sore Throat [SORE THROAT NOS]

- Fever [PYREXIA]

Suppose a follow-up report then supplies information that the patient also had neutropenia, and had been diagnosed as suffering from agranulocytosis (the cause of the sore throat and fever). The somnolence was considered to be co-incidental, and unrelated to any other adverse events.

Neutropenia and agranulocytosis would be entered onto the system, and a diagnosis-event relationship established as follows:

AE # | Diagnosis AE Term (Associated AEs)
--- | ---
1 | Yes agranulocytosis
2 | (sore throat)
3 | (fever)
4 | (neutropenia)
5 | Somnolence

These events would appear on a CIOMS I form as:

- AGRANULOCYTOSIS

- [AGRANULOCYTOSIS] ([SORE THROAT],

- [PYREXIA NOS], [NEUTROPENIA])

- Somnolence [SEDATION]

- This immediately gives a clear clinical picture of the case.

##### Using the MedDRA Browser

The MedDRA application searches the term dictionary for a match at the Lower level term or at the Synonym level. If a match is found, the following fields are automatically populated: Term code, Preferred Term, Included Term, High Level Term, Group Term and Body System/SOC.

Click the icon to view the MedDRA Browser.

##### Configuring Regulatory Reporting Rules

The regulatory reporting rules can be configured to look at any type of criteria but are mainly configured to look at Seriousness, Listedness, Causality, and Outcome. Out of these, Listedness and Causality can be captured and controlled (using the event assessment section) down to an individual license basis.

This granularity allows individual license holders to override the normal listedness and causality assessment to control the need for submissions to their local regulatory authority. Each affiliate could either suppress the need for a report by demoting the criteria, or add the requirement for a report by promoting the listedness or causality.

This serves to promote the global reporting automation while maintaining the level of individual local affiliate control that is often needed.

Note: To obtain an assessment of the adverse event, the product must be in the company's suspect product and the event must be encoded.

#### Event Coding Section

The Event Coding section enables you to enter information about the event. The following is an illustration of the Event Coding section.

The following table lists and describes the fields in the Event Coding section.

Field/Control Name | Description
--- | ---
Body System/SOC | Displays the body system or System Organ Class. This item is automatically entered from the event dictionary that is used and it cannot be edited.
Lower Level Term | Displays the ART code. If you have appropriate access rights, click Encode to view the associated coding dialog.
Preferred Term | Displays the preferred term. This item is automatically entered from the event dictionary that is used and it cannot be edited.
Preferred Term Code | Displays the preferred term code. This item is automatically entered from the event dictionary that is used and it cannot be edited.
High Level Term | Displays the High Level Term when the MedDRA coding dictionary is used. This item is not displayed when event encoding is done using the WHO-ART dictionary. This field cannot be edited.
High Level Group Term | Displays the high-level group term when using the MedDRA coding dictionary. This field is not shown when coding with WHO-ART. This field cannot be edited.

#### Seriousness Criteria Section

The Seriousness Criteria section enables you to identify how serious the event was. For example, did the result in death or was it life threatening. The following is an illustration of the Seriousness Criteria section.

Seriousness Criteria Fields and Field Descriptions

The following table lists and describes the options in the Seriousness Criteria section.

Field/Control Name | Description
--- | ---
Death | Displays the Death Details dialog Note: If you un-check the Death option in the Seriousness Criteria, you are required to confirm the deletion of the death details.
Hospitalized | Displays the Event Hospitalization dialog.
Medically Significant | Select this check box to display the seriousness as medically significant.
Life-threatening | Select this check box to display the seriousness as life-threatening.
Disability | Select this check box to display the seriousness as a disability.
Intervention Required | Select this check box to display the seriousness as requiring intervention.
Congenital Anomaly | Select this check box to display the seriousness as a congenital anomaly.
Other | Select this check box to enter explanatory text. It is mandatory to enter text, specifying the Other Seriousness Criteria.

##### Entering Death Details

Use the following procedure to enter details about a death.

1. Select the Death check box under Seriousness Criteria.

2. The form for EventDeath Details appears

3. Enter information for the items in the form.

4. Click OK to save the entered Death Details.

The following table lists and describes the fields in the Event Death Details section.

Field/Control Name | Description
Date | Enter the date of death. You can enter a partial date if the exact date is unavailable.
Autopsy Done? | Make the appropriate selection.
Cause of Death | Enter a term to describe the cause of death. Click Encode to display the associated encoding dialog.
Autopsy Results Available? | Make the appropriate selection.
Autopsy Results | Enter Information about the autopsy results.

##### Entering Hospitalization Details

Use the following procedure to fill out the Hospitalization Details form.

To complete the Hospitalization Details form

1. Select the Hospitalized check box under Seriousness Criteria.

2. The form for Hospitalization Details appears.

3. Enter information for the items in the form.

4. Click OK to save the entered Hospitalization Details.

The following tables lists and describes the fields in the Hospitalization Details form.

Field/Control Name | Description
--- | ---
Hospitalization Start Date | Enter the first date of the patient's hospitalization associated with this adverse event. If the exact date is not available, you can enter a partial date in this field.
Hospitalization End Date | Enter the last date of the patient's hospitalization associated with this adverse event. If the exact date is not available, you can enter a partial date in this field.
Duration of Hospitalization | This field is automatically calculated by the system, based on the start and end dates entered. This field is calculated using 24-hour increments. You can also manually enter the number of days the patient was hospitalized.
Event caused initial hospitalization | Select this check box if the event is associated with the initial hospitalization of the patient.
Event caused prolonged hospitalization | Select this check box if the event prolonged hospitalization.
Discharge summary available | Select this check box if a discharge summary is available.

##### Nature of Event Section

The Nature of Event section enables you to identify the nature of the event from the drop-down list. You can add a maximum of 50 such Nature of Event rows.

##### Details Section

This section enables you to enter notes related to the event. If Reported Causality is entered when the case is booked-in, the system automatically transfers it to this field. The following is an illustration of the Details section.

#### Events Tab: Event Assessment Tab

The Event Assessment tab enables you to capture causality and listedness information for a case. All encoded events in the case are compared with the listed events for company products (agents) associated with the case. The following is an illustration of the Event Assessment tab.

Event Assessment Tab Fields and Field Descriptions

The following table lists and describes the fields on the Event Assessment tab.

Field/Control Name | Description
--- | ---
Recalculate | Refreshes the Event Assessment section with the newly entered data if new suspect products or events are entered, or the Event Relationship is modified.
Product | This field is populated when events are entered in the Products tab and is displayed in the following format: First Line - Product Name Second Line - Generic Name
Causality Source | This field defines the source of causality calculation.
Causality as Partner | This field stores the Partner Level Causality defined within the cases.
Causality as Reported | Indicates the degree of reported causality.
Causality as Determined | This field is populated automatically, along with the information entered in the Reported Causality field.
Event | This field is populated when events are encoded and are displayed in the following format: First Line - Event PT (Verbatim) Second Line - LLT
D/S | Displays the Diagnosis/Symptom details by D or S in line with the Events.
Seriousness Severity Duration | Displays the Seriousness, Severity and the Duration of the Event.
Datasheet | Displays the datasheet(s) for the agent.
License | Displays the license(s) for the agent.
Listedness | Indicates whether the system found the event on the datasheet for this product.

##### Filtering in the Event Assessment Tab

The following table lists and describes how the system filters each field on the Event Assessment tab.

Field/Control Name | Description
--- | ---
Product | The product filter drop down list contains all products listed in the event assessment. The user can filter on all the products which are present in the Event Assessment dialog.
Event | Contains a drop down of values of distinct Event PT. The user can filter on all the products which are present in the Event Assessment dialog.
D/S | Contains a drop down values of D for Diagnosis or S for Symptoms.
Datasheet | Contains a drop down of values of distinct Datasheets.
Licenses | Contains a drop down of values of distinct Countries of the Licenses.

Note: Only the assessment rows that match the selected criteria display in the filtering results.

##### User Actions on the Event Assessment Tab

The following table list user actions and the results of those actions.

User Action | Result
--- | ---
Click Datasheet column's icon | The system does the following: Displays the license view Displays the datasheet view Displays the License column Enables the icon for the License column
Click Product Name link | Displays the name for the selected product
Click Event Description link | Displays the Event Information for the selected event
Click License Description link | Displays the license description as defined in the License Configuration
Click Datasheet Description link | Displays the first 1000 terms in the datasheet. Click Print to view all the terms and click Export to export all the labeled terms to an Excel file in a single column with column header as Labeled Terms.

### Analysis Tab

The Analysis tab enables you to generate or view a narrative description of the case, together with other notes. In addition, it also enables you to enter information required for generating the MedWatch 3500A, BfArM, and AFSSaPS reports.

The typical users of this tab are responsible for:

- Making a medical assessment of the case

- Approving the case for completeness and accuracy.

The following is an illustration of the Analysis tab.

#### Case Analysis Section

The Case Analysis section of the Case Analysis tab enables you to enter narrative information about the adverse event. The following is an illustration of the Case Analysis section.

Case Analysis Fields and Field Descriptions

The following table lists and describes the fields in the Case Analysis section of the Case Analysis tab.

Field/Control Name | Description
--- | ---
Narrative | Click Generate to generate an auto narrative. This feature is configured by the Administrator. If you are not utilizing the auto narrative feature, enter the narrative here. The narrative is printed on expedited reports.
Case Comment | You can enter comments in this area. If you are not permitted to edit the auto narrative, you can use this field to provide additional details important to the interpretation of the case. Comments appear on certain expedited reports.
Abbreviated Narrative | Enter brief comments in this field. This item maps only to the PSUR report.
Company Comment | Enter comments in this area. This information does not appear on expedited reports.
Evaluation Comment | Enter an evaluation comment that takes in to consideration similar events that have occurred in the past.

#### Using Auto Narrative Templates

You can select an Auto Narrative template for the Narrative, Case Comment, Abbreviated Narrative, Company Comment, and Evaluation in light of similar events in the past.

To generate or add narrative templates

1. Click the button to view the Custom Auto Narrative Templates dialog.

2. Select the required Autonarrative from the list.

3. Click Append to append this Autonarrative to the existing narrative.

4. Click Append if this is the first narrative being added to the text area.

5. Click Replace to replace the existing narrative with the selected narrative.

Note: You cannot modify the Autonarrative text if the Administrator has configured the system to prevent modification of the Autonarrative. If an Autonarrative template has been configured in multiple languages, icons representing the languages display above the text area.

##### Viewing Differences in Case Narratives

The system enables you to view the differences in case comments from previously locked versions of the case. To view these differences, click the Show Difference button in the Case Comments section of the Analysis Tab.

When you choose to view the differences in the two narratives, the system does the following:

- Displays the differences in red with a strike out and a yellow highlight.

- Displays additions to the narrative in black with green highlights.

- The Narrative is read-only and you cannot modify it.

- Use the zoom dialog to adjust the font size.

- The system displays the last revision number of the case and date and time stamp in the following format:

- (Last revision # X as of YYYY MMMM)

  where:

  X | Is the revision number of the last case
  YYYY | Is the date the case was locked
  MMMM | Is the time the case was locked in 24-hour format.

- The system disables the button if there is no previously locked version of the case.

- This function is also available on the Medical Review dialog.

#### Case Summary Section

The Case Summary section of the Case Analysis tab enables you to enter summary information about the adverse event. The following is an illustration of the Case Summary section.

Case Summary Section Fields and Field Descriptions

The following table lists and describes the fields in the Case Summary section of the Case Analysis tab.

Field/Control Name | Description
--- | ---
Case Serious | This list indicates whether the overall adverse event case is serious or non-serious. This assessment is automatically performed by the system from the Seriousness Criteria of the Events tab. If any of the Seriousness Criteria was selected for any event in the Event tab, Yes is selected automatically in the list. No is selected if the Seriousness Criteria is cleared for all events in the Events tab. You can modify the selection after entering a justification, if you have the access rights to do so.
Serious Notes | A justification for overriding the system determination will be displayed in the Notes area. A green dot will appear adjacent to the Notes area. Click the green dot to revert to the automatic calculation for seriousness or to view the overriding notes.
Case Causal | The system automatically determines this value from the As Reported and As Determined causalities in the Event Assessment section. This field is displayed as Yes if the As Determined causality is Yes and vice versa. If the As Determined causality is Unknown, this field will be Yes.
Case Causal Notes | A justification for overriding the system determination is displayed in the Notes area. A green dot is displayed next to the Notes area. Click the green dot to revert to the automatic calculation for seriousness or to view the overriding notes.
Listedness Determination | The value for this field is calculated from the Event Assessment section in the Events tab. If any row there shows Unlisted under the Listed column, this value is set to unlisted.
Listedness Determination Notes | A justification for overriding the system determination is displayed in the Notes area. A green dot appears adjacent to the Notes area. Click the green dot to revert to the automatic calculation for seriousness or to view the overriding notes.
Case Outcome | The value for this field is also calculated from the Events tab. If the outcome for any event is Fatal, the case outcome is set to Fatal. If the case outcome is changed here, that change is not made to the event outcome in the Events tab.
Company Diagnosis/Syndrome | The company diagnosis or syndrome is entered in this field.
Notes | A justification for overriding the system determination is displayed in the Notes area. A green dot is displayed adjacent to the Notes area. Click the green dot to revert to the automatic calculation for seriousness or to view the overriding notes.

#### Analysis Tab: MedWatch Info Tab

The MedWatch Info tab enables you to enter additional details required for the MedWatch 3500A Drug Report. The following is an illustration of the MedWatch Info tab.

MedWatch Info Tab Fields and Field Descriptions

The following table lists and describes the fields on the MedWatch Info tab. Be aware that the values in the Form section column refer to specific sections of the MedWatch 3500A Drug Report form.

Form Section | Field Description
--- | ---
B1. Adverse Event / Product Problem | Select the applicable check boxes. Select Adverse Event when a product is suspected to have caused an adverse outcome in a patient. Select Product Problem when the defect or malfunction in the product could lead to a death or serious injury. Select both check boxes if a malfunction or product problem caused a death or serious injury.
C9. Suspect Medications (NDC#) | Enter the National Drug Code if you have selected the Product Problem check box.
F1. User Facility or Distributor | Indicate whether this report is from a user facility or a distributor. You can suppress printing of Block F of the MedWatch 3500A report by selecting Suppress Block F Printing.
F2. UF/Dist report number | Enter the complete number of the report exactly as entered in the upper right corner of the front screen.
F3. User facility or distributor name/address | Enter the full name and address of the user facility or distributor reporting site.
F4. Contact person | Enter the full name of the medical device reporting (MDR) contact person. This is the person who is designated as the device user facility/distributor contact for this requirement. The FDA will conduct its MDR correspondence with this individual. The contact person may or may not be an employee of the facility. However, the facility and its responsible officials will remain the parties ultimately responsible for compliance with MDR reporting requirements.
F5. Phone number | Enter the phone number of the medical device reporting (MDR) contact person.
F6. Date aware of event | Enter the date that the user facility's medical personnel or the distributor became aware that the device may have caused or contributed to the reported event.
F10. FDA codes Patient FDA Device Codes | Click the first row and column of the FDA Patient and Device Codes section and then click Select. You can enter up to six FDA Patient Codes. If the entered code is not present in the FDA Codes list, it is erased.
F11. Report sent to FDA | Select this check box if a report has been sent to the FDA. If you select it, enter the date when the report was sent to FDA.
F12. Location where event occurred | Select the location of the actual occurrence of the event.
F13. Report sent to mfr? | Select this check box if a report has been sent to the manufacturer. If you select it, enter the date when the report is sent to manufacturer.
G3. Report Source | Select the Report Source check boxes as applicable, to match all report sources specified with the Reporter Type. See the following guidelines for selecting the check boxes.
G5. PLA# Pre-1938 / OTC Product | Enter the PLA number. If the product pre-dates 1938, select Pre-1938. If the product is an over-the-counter product, select OTC product.

##### Guidelines to Selecting G3 Report Source Checkboxes

The following table provides information about the conditions that govern when a specific check box should be selected.

If this condition is true | Select the following check box
--- | ---
Country of Incidence is not USA | Foreign
Report Case type is configured to contain cases from Literature | Literature
Report Case Type is configured to contain cases from Clinical Trials | Study
Any Reporter Type is selected as Consumer AND none of the reporters is identified as Health Care Professional | Health Professional
Any Reporter Type is selected as Company Representative | Company Representative
Any Reporter (Primary or Other) exists in a case with a Reporter Type of Other, If the selected Report Type is a Regulatory Authority (text value) within the Argus Case, the Other check box should be checked and the text "Regulatory Authority" should be entered in the text box. | Other
Case contains a Consumer Reporter AND also does not contain any Health Care Professional reporters. | Consumer

Note: The User Facility and Distributor check boxes must be checked manually. Enter the appropriate text if you have selected Other as a report source.

#### Analysis Tab: BfArM Info Tab

Use the BfArM Info tab to enter information required for the BfArm Report. The following is an illustration of the BfArM Info tab.

To enter data for the BfArM report

1. Open the BfArM Info tab.

2. Select the choices that apply to the patient from the items in the form.

3. If you do not know if a particular condition applies for the patient, select Unk.

Note: If any of the relevant items are entered in the Current Medical Status form in the Patient tab, the system automatically enters them here. If you change any of those items in the BfArM Info tab, the system will not enter the data in the Patient tab.

#### Analysis Tab: AFSSaPS Info Tab

Use the AFSSaPS Info tab to enter the imputability assessment information for the suspect product along with the Adverse Events. The following is an illustration of the AFSSaPS Info tab.

AFSSaPS Info Tab Fields and Field Descriptions

The following table lists and describes the fields on the AFSSaPS Info tab.

Field/Control Name | Description
--- | ---
Event | Displays included terms for all events.
Product | Enter the suspect product. You cannot enter a concomitant product.
Chronology | Select a Chronology code. The fixed set of values is C0, C1, C2, and C3. Click the icon to select the Time to onset, Readministration and Drug Stopped Values. The user's selection auto-calculates the Chronology for the Product - Event combination.
Semiology | Select a Semiology code. The fixed set of values is S1, S2, and S3. Click the icon to select the Semiology Outcome, Complementary Test, and Other Explanation. The user's selection auto-calculates the Semiology for the Product - Event combination.
Bibliography | Select a Bibliography code. The fixed set of values is B0, B1, B2, and B3.
Imputability | Imputability Calculation:
~ | Select from one or more of the following checkboxes: Poursuite de l'étude sans modification du protocole Poursuite de l'étude avec amendement au protocole Arrêt de l'étude Arrêt du développement du produit Autres The text box after Autres supports fifty characters. If the Autres checkbox is not checked, the field is disabled. You can click Copy to Local Evaluator Comment to copy imputability values to the Local Evaluator Comment field and place the imputability text-equivalent at the beginning of the text that currently exists in the field. Copy to Local Evaluator Comment is visible only if the language for the "Local Evaluator Comment" field is French.
Future Actions | Enter a text description for future actions.

### Activities Tab

The Activities tab presents detailed information about the contact log, routing comments, action items, and Case Lock/Closure.

The following is an illustration of the Activities tab.

#### Activities Tab: Contact Log Section

The Contact Log section of the Activities tab enables you to:

Track correspondence related to individual cases

Display scheduled letters

The following is an illustration of the Contact Log section of the Activities tab.

Contact Log Fields and Field Descriptions

When using the Contact Log section, be aware of the following:

The number displayed in parenthesis in the header of each section - Contact Log, Action Item, Routing Comments, Case Lock/Archive - displays the total number of entities within the section.

You can choose to view All Action Items or only Open Action Items, which display all the Open Action items within the case. By default, All Action Items are displayed.

You can sort Action Items by clicking on the column headers.

The system remembers the sort order on for the duration of the case.

The following table lists and describes the fields in the Contact Log section of the Activities tab.

Field/Control Name | Description
--- | ---
Date | The date is automatically inserted by the system when a letter is scheduled or generated through the Letters menu. You can enter the date on which the letter is manually scheduled or generated. Click the letter icon to open the Letter Preview dialog. This allows you to view a letter or to modify it if it has not been sent already.
Code | Select from a list of values to set the contact code for this entry. The Administrator can adjust the information in this list.
e-mail button | Click to send an e-mail message.
Description | Enter a brief explanation for the letter, for example, "Initial Letter," or the details of a phone conversation.
New Letter button | Click this button to generate a new letter.
Group/User | Select a group responsible for the Contact item. From the list below, select a user from the selected group who will be responsible for the action. The Contact Item will appear in the Worklist for selected user. If "Any" is chosen as the group, the Action Item appears in all the users' Worklist. The Administrator can adjust the information in these lists.
Date Sent | The date is automatically inserted when a letter is sent through the letter menu. You can also manually enter the date the letter was sent. If this field is completed, the letter will become read-only.

##### Generating Letters

You can generate letters from the Contact Log section. When generating letters, be aware of the following:

- The placeholders for the original letter template can be replaced by information that is specific to the current case.

- A letter is only added to a search if the Correspondent check box is checked.

- The Administrator can configure the system to generate letters automatically and to schedule them for a specific number of days after receiving details of an adverse event. For example, the system might schedule an Initial Response Letter to be sent the day after an adverse event is received. Auto letter scheduling is triggered when a case is initially saved.

- Letters cannot be auto-generated unless the "Date" [contact log date] is reached, to ensure that the latest information for the case has been updated to the letter.

- If the Primary Reporter is marked as a correspondence contact, the system sends Auto-scheduled letters are sent to the Primary Reporter. Otherwise, the letter is sent to the first correspondence contact.

- Auto-scheduled letters appear in the Contact Log section of the Case Form. You can view or print them by double clicking the letter icon. You can also edit letters that have not been sent. The system does not automatically send letters. You must send or remove letters manually.

- In addition to auto-scheduling letter, you can also configure auto action items, which prompt you to follow-up with a correspondent after a letter has been scheduled and sent. Auto action item scheduling is triggered once the sent date has been entered for a letter. Auto action items appear in the Action Items section on the Case Form and in the Action Items tab of the Worklist.

- The system uses the following naming convention to when saving letters in the Uploaded letters folder:

  XXXX_YYYY.RTF

  where:

  XXXX | Is the current case number
  YYYY | Is the current letter numbering format (i.e., date and time the letter was generated)

- The system replaces all special characters in the case number with an underscore ( _ ) character.

- The CFG_PLACEHOLDER SQL limit is 4000 characters rather than 1000.

To create an RTF document with placeholders, you need to configure it through Argus Console > Code List > Letter Configuration. The details of this configuration are available in the Argus Console Guide under the Configuring letter (RTF) templates section.

Use the following procedure to generate a letter:

To generate a letter

1. Go to Contact Log in the Activities tab and click New Letter.

2. The Custom Letter Templates dialog opens.

3. Select the required letter template from the list and click OK to open the letter in a separate window.

4. Make the necessary changes to the letter text.

5. Select File-->Save to save the changes.

6. If you modified the letter, select Yes.

   This attaches the letter to the Case Form by browsing to the location where you saved the changes.

7. After saving the letter, the system displays it in the Contact Log section of the Activities tab.

8. The system creates an action item for following-up on this letter in the Action Items section of the Activities tab.

##### Scheduling Action Items for Letters

When specifying or changing the Date Sent field in a letter, you can schedule an action item if you wish to do so.

- If an action item is not specified, the field is blank.

- Any Action Item can be updated on the screen immediately after a case has been saved.

- Unless the Action Item has already been marked as completed, each time the Date Sent field is changed for a letter, the corresponding action item (if one exists) is also updated with a new Due Date of Date Sent of the Letter and the number of days specified for the Action in the Letter configuration

##### Opening a Message Editor

To open a message editor

1. Click the letter icon to open the message editor.

2. The system opens the message editor.

The following table lists and describes the fields in the dialog box

Field/Control Name | Description
--- | ---
To | Displays the e-mail address specified for the Primary Reporter in the Case Form. You can edit this field.
From | Displays the email address specified in the Return Email Address in Argus Console>Code Lists>Letter Configuration. You can edit this field also.
Subject | Displays the Case Number and the Description of the Contact log. You can edit this field.
Send | Enables you to send the e-mail to the intended recipient.

#### Activities Tab: Action Items Section

The Action Items section enables you to view or enter details of action items for the case and to assign responsibilities for actions. The following is an illustration of the Action Items section.

##### Action Items Fields and Field Descriptions

The following lists and describes the fields in the Action Items section.

Field/Control Name | Description
--- | ---
Date Open | Enter the date the action item was created. Open action items appear in the Worklist of the user who is responsible for the action item. They also appear in the Open Action Items Report.
Code | Select an Action Item code from the drop-down list. This will display the description of the selected Action Item Code. The Administrator can adjust this list.
Description | Selecting an Action Item code automatically enters information into this field. The text can be modified as required. The Administrator can adjust this list.
Group/User | Select a group responsible for the Action Item from the given drop-down list. From the drop-down list below this, select a user from the selected group who will be responsible for the action. The Action Item will appear in the Worklist for the selected user. If "Any" is chosen as the group, the Action Item appears in all the users' Worklist. The Administrator can adjust these lists.
Due | Enter the date on which the action item is to be completed.
Completed | Enter the date on which the action item was completed. A red border indicates a completed action item while a green border indicates an incomplete action item.
Sent in Letter | Identifies that the Query Type Action item has been sent as a part of the Letters. Displays only for those Action Items that are configured as "Query Action" in Console ' Action Type code list.

#### Activities Tab: Routing Comments Section

The Routing Comments section displays workflow routing information and comments for the case. It also contains a read-only sub-section on Case Locking/Closure. The following is an illustration of the Routing Comments section.

Routing Comments Fields and Field Descriptions

The following table lists and describes the fields in the Routing Comments section.

Field/Control Name | Description
--- | ---
Date | Displays the date the case was routed to a new workflow state. This field is automatically generated when a case is routed.
User | Displays the name of the user who routed the case. This field is automatically generated when case is routed.
Comment | Displays the routing comment.
Route button | Routes the cases.
Return button | Returns the case to the previous state.

##### Routing Cases

If the case meets the routing rules specified by the Administrator, you can use the Case Routing dialog box to route a case to the next workflow state. When using the Routing Forward Cases function, be aware of the following:

- Non-Enterprise Workflow managers cannot view all the Workflow States below the line if the Workflow States are assigned to Sites in the Workflow Configuration.

- Only Enterprise Workflow managers have access to all sites for routing cases ahead in the Workflow.

- If the Workflow state does not have defined site, all workflow managers can see it.

To route a case

1. Click Route in the Activities tab of the Case Form to open the Case Routing dialog box.

2. From the Route to Next State drop-down list, select the state to which you would like to route the case.

   If only one workflow state can be selected for the Next Route state, that state can be selected by default in the Route to Next State field.

3. From the Route to User drop-down list, select the user or user group to route the case to.

4. Enter the routing comments in the Comments field

   OR

   Click Select to select a comment from a list of pre-defined routing justifications.

To select text from the pre-define list of routing justifications

1. Click on the Select button in the Case Routing dialog to open the Routing Justification dialog box.

2. Select the required justification from the justification list displayed under Select a standard justification for this field. The system highlights the selected row.

3. Click OK.

4. The system closes the Routing Justification dialog box and displays the selected justification text in the Comments field in the Case Routing dialog box.

5. Click OK to route the case.

Note: The system displays disabled users in the user drop-down list in alphabetical order with an asterisk (*) at the end. You can view the total number of times the case has been routed in the header section, excluding the blank rows.

##### Returning Cases

If necessary, you can return a case to its previous workflow state.

To return a case to its previous workflow state

1. Open the case.

2. Click the Return button in the Activities tab of the Case Form.

3. When the system opens the Case Routing dialog box, enter your password in the Password field.

4. From the Route to User drop-down list, select the user or group the case needs to be returned to.

5. Enter any routing comments in the Comments field.

6. Click OK to return the case to its previous workflow state.

#### Activities Tab: Case Lock/Close Section

The Case Lock/Close section enables you to lock a case, unlock a locked case, and formally close a case. You must lock the case before you can generate a report. The following is an illustration of the Case Lock/Close section on the Activities tab.

When closing a case, be aware of the following:

- If the Auto-schedule Later checkbox for expedited reports is checked and you try to archive a case, the system displays the following message:

  Case xxxx cannot be closed while Auto Schedule Later is checked. Please uncheck the option for the Auto Schedule Later option on the Regulatory Reports tab or wait for the Report Scheduling to complete before attempting to archive the case.

- The system displays this same message when you close single or multiple cases from the New/Open dialog on the Worklist.

Case Lock/Close Fields and Field Descriptions

The following table lists and describes the fields in the Case Lock/Close section of the Activities tab.

Field/Control Name | Description
--- | ---
Case Status | Enables you to unlock, lock, or close a case after entering the appropriate user information. Unlock -- Enables you to unlock a case if you have the appropriate permissions. To unlock a case, enter the password you use to log on to Argus Safety. Lock -- Enables you to lock a case if you have the appropriate permissions. The current date will be used for the lock date. To lock the case, enter the password you use to log on to Argus Safety in the Case Locking dialog box. Close -- Enables you to close a case if you have the appropriate permissions. To close the case, enter the password you use to log on to Argus Safety in the Case Closure dialog box.
Closure Date | Date on which the case was locked or closed. If a locked case is being viewed by a user, any other user who tries to access the same case will have read-only access to the case. Cases should be closed only after all action items for the case are complete, all expedited regulatory reports have been submitted, and all the expected follow-up information has been received. If a closed case that is closed requires modification, the case must be re-opened by using the password. A case may be either locked or closed, but not both. A locked case will be moved from the locked state to the closed state without having to unlock first. Note: Case closure should not be confused with closing the Case Form. Closing of the Case Form refers to removing the current Case Form from the screen.
Lock or Closed By | Displays the name of the user who locked or closed the case.
Notes | Displays relevant information about the case lock or closure.

##### Locking a Case

To lock a case

1. In the Case Lock/Close section of the Activities tab, click Lock.

2. The system opens the Case Locking dialog box.

3. Enter your Argus Safety password in the Password field.

4. Enter any notes in the Notes field.

5. Click OK.

6. The system displays the locking notes in the Notes field of the Case Lock/Close

Note: To unlock a case from the Locked/Archived state, select the Unlocked value from the Case Status drop-down list. This will display the Archived Case or Case Lock dialog. The dialog box requires you to specify your password and the reason for unlocking the case. The case is unlocked/archived after you enter this information.

##### Unlocking a Case

Use the following procedure to unlock a case.

To unlock a case

1. In the Case Lock/Close section, select Unlocked from the Case Status drop-down list.

2. When the system opens the Locked Case dialog box:

   1. Type your password in the Password field.

   2. Type any relevant information in the Notes field.

   3. Click OK.

3. When the system opens the Case Unlock dialog box, click one of the following:

   - Significant F/U

   - Non-significant F/U

   - Other

##### Setting the Focus for a Follow-up Event

After unlocking a case, the system sets the focus for significant/non-significant follow-up events as follows:

1. When you click the Significant F/U button on the Case Unlock dialog, the system automatically displays the case General tab, checks the Significant check box for both drugs and devices (if enabled by the profile switch), and sets the focus on the Follow-up Received Date.

   Screen: Argus > Case Actions > Open > (Select a Case) > General Tab > General Information Section > Follow-ups sub-section (middle of screen).

   - The system checks to determine whether the Significant check box is checked.

   - The system sets the focus on the Follow-up Received Date.

2. When a case is unlocked and you select the Non-Significant F/U button from the case unlock pop-up dialog, the system automatically displays the case General tab and sets focus on the Follow-up Received Date.

   Argus > Case Actions > Open > (Select a Case) > General Tab > General Information Section > Follow-ups sub-section (middle of screen)

   - The Significant check box is not checked.

   - Focus is on the Follow-up-Received Date.

   - You can add multiple follow-ups.

     Argus > Case Actions > Open > (Select a Case) > General Tab > General Information Section > Follow-ups sub-section (middle of screen)

     - If you add a single follow-up, the Add button remains available for the user to add additional follow-ups.

     - Currently, the Add button disappears after the user adds a single follow-up. The user must save, close and reopen the case before he/she can add an additional follow-up.

   - A hyperlink in the follow-ups section enables you to open the link in a different dialog box.

### Additional Information Tab

The Additional Information tab enables you to attach notes and other items to the case. For example, you could attach a fax message that came in as part of the case and needs to be scanned and attached or an electronic file received by e-mail. It also enables you to set up cross-references to other cases such as links between cases referring to mothers and children. The total number of attachments and references attached to a case display in the header.

The following is an illustration of the Additional Information tab.

When using the Additional Information tab, be aware of the following:

- The system shrinks the main widow up to 60% and opens the attachments from the Notes and Attachments dialog in a new browser window.

- The system opens any hyperlinks that appear on the Additional Info tab in a new Internet Explorer window if the selected reference is HTTP/URL Reference.

- When you click the hyperlink and a reference case is present, the system opens a case number irrespective of the selected reference type when you clicked the hyperlink.

- If no sites are defined for the attachments classification, the system permits all users to view the attachments on the Additional Info tab.

- The system only permits users who belong to the site defined on the attachment classifications to view the attachments.

- The system filters the attachment classifications based on the sites a user has permission to access.

- The Case Form/Case Listing reports printout hides the row.

- The system permits Workflow Enterprise to view all attachments across all sites

#### Additional Info Tab Fields and Field Descriptions

The following table lists and describes the fields on the Additional Info tab.

Field/Control Name | Description
--- | ---
Notes and Attachments
Classification | Select a classification that describes the attachment. The Administrator can adjust this list. If any attachment classification has the E2B Additional Report checked and the attachment is an file in either .XLS, .TXT, .TIF, .DOC/.RTF, >PNG, >JPG or >BMP formats, the selected attachment is converted to a PDF file. This PDF file is then merged into a single PDF file, which comprises text converted to PDF from all the attachments present in the case. The single merged PDF comprises each attachment as a link by the classification name provided for the attached file.
Date | The current date is automatically entered in this field. You can also enter a date manually.
Incl. Reg. Sub | Select this checkbox to merge PDF attachments within the case form. The Incl. Reg. checkbox identifies the attachments to be included as an appendix to the Expedited Reports. On selecting this checkbox, the Expedited Reports - CIOMS I, CIOMS I (Local), US FDA MedWatch 3500 Drug and 3500 A Device print an appendix page before each attachment. This is added to the case, and marked as Inc. Reg. Sub checked. Note: The checkbox is available only if a PDF is selected as an attachment.
Keywords | Enter keywords related to the case or click Select.
Description | Enter a description of the attachment.
Attach File | Inserts a file attachment into the case. Maximum file size is 4 GB.
Add | Inserts a row for an additional attachment.
Delete | Deletes the selected row.
Attach Documentum Link | This option is visible only if Documentum is available. Click Searching for Documentum to search for and attach Documentum.
References Type | Select a reference type from the list, for example, a parent-child link. The Administrator can adjust this list.
ID # | Enter the case number of the case that is to be referenced. Note: Click Select to search for the case that is to be referenced. You can also use this field to record the reference number for external cases.
Notes | Notes can be entered here for reference.
Select | Opens the Case Selection dialog for the selected ID.
Add | Inserts a row for an additional attachment.

- Notes and Attachment section of Additional Info tab is provided with an option to sort on the column headers (similar to Activities tab's Action Items sorting feature) to sort the records based on the fields in Notes and Attachment section.

  Field | Description
  --- | ---
  # | By default, "Upward Arrow" is displayed on the column header "#" The system displays the records in the ascending order of the sequence in which the records are entered. On clicking the column header "#" for the first time, records are sorted in the descending order (numerically) of the Sequence number and "Downward Arrow" are displayed next to "#" column header. On clicking the column header "#" for the second time, records are sorted in the descending order (numerically) of the Sequence number and "Upward Arrow" are displayed next to "#" column header. On subsequent clicks to "#" column header, system toggles between "Downward Arrow" and " Upward Arrow " and its corresponding toggle functionality. This is true for all such fields where upward and downward arrows are present.
  Classification | On clicking this column header for the first time, records are sorted in the ascending order (alphabetically) of the Classification.
  Keywords | On clicking this column header for the first time, records are sorted in the ascending order (alphabetically) of the "Keywords".
  Date | On clicking this column header for the first time, records are sorted in the ascending order (chronologically) of the "Date".
  Description | On clicking this column header for the first time, records are sorted in the ascending order (alphabetically) of the "Description".

- The Sorting is remembered only till the time when the case is kept open.

- After the records in Notes and Attachments are sorted, if the following options are invoked without closing the case, sort order is respected in these modules (similar to Activities 'Action Items sorting feature):

  - Case Form Print

  - Medical Review

  - Copied Case

#### Searching for Documentum Links

To search for Documentum links

1. Click the Attach Documentum Link button to open the Documentum Lookup screen.

2. Enter the desired search criteria as per Type Name, Attribute Name and Search String, and click Search.

3. Select the desired link from the row displaying the search results.

4. Click Select to select the link from the list.

#### Attaching Files to a Case

You can attach from 1 to 99 files to a case.

##### To attach files to a case

In the Notes and Attachments section of the Additional Info tab, click Attach File to open the Attachment dialog box.

1. Click Browse to locate a file attachment.

2. Select the file and click OK.

Note: To view an attachment, click the icon associated with the attachment

#### Entering Keywords

You can associate keywords with a case in the Notes and Attachments section.

To attach keywords to a case

1. Go to the Notes and Attachments section and click Select.

2. When the system opens the Attachment Keywords dialog box:

   - Select a keyword from the Select a keyword to add to the list drop-down list.

   - The system displays the selected keywords in the Keywords field.

3. Click OK

#### Attaching References to a Case

To add a reference to a case

1. Locate the References section and click Select.

2. When the system opens the Case Search Criteria dialog box, enter the appropriate search parameters and click Search.

3. When the system displays the search results in the Total Number of Rows section, select the desired search criteria from the list and click Select to view details about the selected case.

### Regulatory Reports Tab

The Regulatory Reports tab enables you to:

- View all scheduled reports

- Schedule new reports

When a new case is created, there are no reports associated with it. As data is entered and the case is saved, the regulatory report scheduling algorithm determines which reports, if any, will be required for that case.

The reports determined to be necessary appear in the Regulatory Reports tab. You can manually schedule reports via the Reports menu or by clicking the Regulatory Reports Tab. You can also add comments to the existing reports. The comment section can also be updated to enter the notes for the report even after the report has been submitted.

The following is an illustration of the Regulatory Reports tab.

#### General Usage Information

When using the Regulatory Reports tab, be aware of the following:

- The case submission date must be on or after the initial receipt date for the case. If the submission date is before the initial receipt date, the system displays the following message:

  Please enter the Submitted Date greater than the Initial Receipt Date of the Case

- The system displays the time component for the date generated on the Case Form|Regulatory Reports tab using the IE offset of the client machine for the display.

- The system displays the time component for the date generated on the Report Details using the IE offset of the client machine for the display.

- When you manually schedule an expedited report, the system places the word, Manual, in the Notes field along with the current notes information.

- When you manually schedule a report, the system enables you to check "Blind Product Study" on the Schedule New Expedited Report dialog box to blind the study products if they are in the case.

#### Regulatory Report Tab Fields and Field Descriptions

The following table lists and describes the fields on the Regulatory Reports tab.

Field/Control Name | Description
--- | ---
Status | The notification log provides a list of reports which have been scheduled, generated, or submitted. The following report status are available indicated by the icons in the regulatory reports tab: Report has been routed and approved by a user. Report has been routed and disapproved by a user. Report has been scheduled but not saved. Report has been scheduled and saved. Report has been scheduled and generated. Report has been scheduled/generated and it is past its due date of submission. Report has been scheduled/generated and submitted. Report has been marked as submission not required by a user.
Seq | Displays the sequence (Initial, Follow-up, etc.)
Destination | Displays regulatory authority to which the report is to be submitted.
Report Type | Displays the type of regulatory report like US IND Summary, BfARM Form 643, etc.
License Type | Displays license information.
License # | Displays the license number.
Generated | Displays the date when the regulatory report was generated (if applicable). The system date on which it is generated is used as the default value.
Local Comment | Displays a local comment, if it exists.
Submitted | Displays the date the regulatory report was submitted (if applicable). The system date on which it is generated is used as the default value. This date does not initially appear on the Case Form when submitted. It is displayed when the case is re-opened.
Notes | Displays notes entered when the report was created.
Due | Displays the date the regulatory report is due for submission to the regulatory authority (if applicable). This field is auto-calculated based on the initial receipt date or on the basis of the most recent significant follow-up date. It can also be specified manually by entering the date in the Due Date section.
Responsible | Displays the name of the user responsible for the report.
Auto Schedule button | Initiates Auto-Scheduling of expedited reports according to the configuration for this feature, for example, Always, Significant, Manual, or None.
Auto Schedule Device button | Schedules regulatory reports, using the Device rules.
Schedule New Report button | Schedules a new expedited report.
Auto Schedule Later | This item appears if the system is configured for auto-schedule of expedited reports using Argus Safety Service. Select this check box when the system is about to run the auto-scheduling against this case after the case is locked.
Auto Schedule Device Later | Select this check box to run the auto-scheduling for only devices.

#### Grouping Regulatory Reports

You can group reports by selecting the appropriate grouping structure from the Organized by drop-down list. You can group reports as follows:

- Report Type/Submit Category/Reporting Destination

- Report Type/Reporting Destination

- Report Type/Reporting Group

The numbers in parentheses next to each folder indicate the number of reports in the folder.

The following are definitions of the terms used in the reporting structure.

- Report Type -- Can be either Expedited or Periodic reports. The system generates a folder for each type.

- Reporting Destination contains all defined code list items for Reporting Destinations that have at least one report scheduled within the case.

If no reports are scheduled for a defined reporting destination, no folder will be created for this destination. All the folders which are the reporting destinations under each folder are sorted alphabetically.

- Pending Reports -- Reports that have not been submitted or are marked as non-submitted.

- Submitted Reports --All submitted reports.

- Marked as Non-Submit --Reports that have not been submitted.

- Reporting Group -- Contains all user groups assigned to the scheduled expedited or scheduled in the case

##### Grouping by Report Type/Submit Category/Reporting Destination

The Expedited folder contains the following:

- Pending Reports by Destination

- Submitted Reports by Destination

- Non-Submitted Reports by Destination

The Periodic folder contains single case report forms (MedWatch, VAERS or CIOMS) that were generated as part of a Periodic Report.

- Pending Reports by Destination

- Submitted Reports by Destination

- Non-Submitted Reports by Destination

##### Grouping by Report Type/Reporting Destination

The Expedited folder contains a sub-folder for reporting destinations that have at least one scheduled report.

The Periodic folder contains the single case report form (MedWatch, VAERS or CIOMS) generated as part of a Periodic Report are listed in the Periodic section. If no report was generated, the system does not create sub-folders.

##### Grouping by Report Type/Reporting Group

The Expedited and Periodic folders contain sub-folders for each group that has generated a report. If a group has not generated a report, the system does not create a sub-folder.